Articles written by Heather Underwood
Headline
Publish date
What Tamarac's overhauling of its Advisor Xi has yielded
The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration
January 17, 2012 at 6:09 AM
Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
The updated user interface was built on the same technology at Gmail and it shows
July 12, 2011 at 3:14 PM
Turnaround artist has almost completed her revamp of Cornerstone Revolutions
Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech
July 1, 2011 at 5:59 AM
Review: How Redtail got hot fast among RIAs and how it plans to leapfrog itself
Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth
June 22, 2011 at 2:34 PM
After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system
May 25, 2011 at 1:51 PM
Giant of the broker-dealer tech world takes aim at Advent
Vestmark tailors its platform for RIAs to take advantage of breakaway trends
March 9, 2011 at 3:21 PM
RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software
New Hampshire-based software maker competes with a lower price and an easy-to-use interface
September 7, 2010 at 4:55 AM
Tech Review: iRebal thrives after TD Ameritrade acquisition
The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs
August 5, 2010 at 5:32 AM
A close look at Tamarac's Advisor 9 and its strategic use of Schwab software
The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features
July 12, 2010 at 5:53 AM
MarketCounsel's MailBanc automates away some of the liability risk of instant communications
A web-based email archiving and compliance tool for small to mid-size RIAs
June 29, 2010 at 4:21 AM
Tech Review: ByAllAccounts has built its company brick by brick and the result is a solid product
The account aggregation provider's interface isn't flashy, but it functions well
June 3, 2010 at 5:20 AM
RIABiz takes a peek under the hood of Advent Portfolio Exchange
The San Francisco software giant has made customer relationship management a big priority
May 12, 2010 at 5:26 AM
TD Ameritrade's technology, Veo, wins high praise from advisors so RIABiz took a look
Veo got a head start and has unique third party tools
May 3, 2010 at 6:12 AM
Review: Morningstar Office's web-based platform combines research, advisor tools
No-frills interface offers easy access to reports, benchmarking
April 26, 2010 at 4:33 AM
RIA Central has launched its bid to be the Facebook of RIAs
Heather takes a close look at how Fugent has pieced together a pioneering effort
