Articles written by Nevin Freeman
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Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software
Other than a couple of willful eccentricities, the Mountain View-based start-up's engineers earn a 'well done' from our technology maven
April 29, 2015 at 4:30 PM
Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008
Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts
October 12, 2011 at 4:39 AM
MacroRisk Analytics makes Ph.D-grade economic insight almost RIA-friendly
Pricing, user experience and value look good, but still no integration with portfolio management systems
October 12, 2011 at 4:34 AM
As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook
September 14, 2011 at 5:51 AM
Ebix may hit a CRM sweet spot for some RIAs
The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares
August 4, 2011 at 6:20 AM
Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share
The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once
July 28, 2011 at 2:23 PM
Former Microsoft executives are out to make Figlo compete with EISI
The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs
July 21, 2011 at 3:08 PM
How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
June 29, 2011 at 3:06 PM
What one big RIA has to say about its switch from Advent Axys to Advent Portfolio Exchange
It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy
June 15, 2011 at 2:49 PM
How one company is making money by making Advent Axys data portable
Empaxis outsources to India and some of its customers use the service before they choose to switch providers
June 15, 2011 at 2:48 PM
One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond
June 6, 2011 at 2:57 PM
Aite Group report: CRM software industry wins RIA respect -- and dollars
Tops execs for Redtail and Junxure say growth likely to be much higher than report's estimates
April 27, 2011 at 2:21 PM
Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android
Functionality is just like the iPhone version, with no mobile trading yet
March 22, 2011 at 2:52 PM
Pershing keeps ahead in the mobile space with an Android app and mobile trading
The adoption rate by advisors is still very small but the big clearing is undeterred
March 15, 2011 at 12:30 PM
T3 reflections: Where to watch for the next big advances in RIA technology
Vendors are turning their attention to the part of the software that you see
