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Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range

The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price

Author Kelly O'Mara December 13, 2012 at 4:58 AM
Admin:
no description available
Rob Major: It's a real simple thing. It comes down to price.

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Mentioned in this article:

MoneyGuidePro
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Top Executive: Bob Curtis

TrustFort
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Top Executive: Atindra Barua




Bill Winterberg

Bill Winterberg

December 13, 2012 — 1:48 PM

(my emphasis added)
“but it’ll have all the functionality of Orion Advisor Services LLC, Black Diamond, FinFolio, or Envestnet’s new platform”

“All the functionality” likely isn’t the right way to frame this.

Perhaps much of the core functionality is similar, but each portfolio management software provider certainly offers unique features and capabilities not found in the others.

Brooke Southall

Brooke Southall

December 13, 2012 — 3:55 PM

Bill,

Good point, as usual.

Brooke

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