Technology & Communications (46)
TRX Integrates Rebalancing Software with Morningstar Product
- Sunday, 16 December 2012
- Technology & Communications
- Written by IAW News
Total Rebalance Expert (TRX) has integrated its portfolio rebalancing software with Morningstar Office, which is a platform with research and analytical data on mutual funds, stocks and other investments, reports advisors4advisors.
Read more...Top Challenge: Finding Best Back-Office Capabilities
- Sunday, 02 December 2012
- Technology & Communications
- Written by IAW News
Advisors say finding the best back-office capabilities and technology is one of their top business challenges.
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- United States
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- SJ Financial
- United States
- Bank
- Credit score
- Magazines and E-zines
- Loan
- Statesman Journal
- Small business
- Business
- Joomla templates
- SJ Financial
- Joomla templates
- SJ Financial
iPad Mini: A Powerful Tool for Road Shows?
- Sunday, 11 November 2012
- Technology & Communications
- Written by Staff Writer
The new iPad Mini is being scrutinized by many investment advisors as to whether it can be a powerful and portable computer with attractive features for making presentations when on the road.
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Should Advisors Pass on Windows 8?
- Sunday, 11 November 2012
- Technology & Communications
- Written by Staff Writer
Advisors often wait for a major upgrade to the Windows operating system upgrade to replace their computers and expand their technology capabilities. But while many advisors are understandably curious about upgrading to Windows 8, should you take the plunge?
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