technology

Firm’s Infrastructure Meets Highest Security Standards in the Industry

SunGard has released WealthStation Plan Track, a financial planning tool that gives advisors the ability to illustrate how clients’ financial plan projections compare to their actual account performance over time.

First free content marketing suite will facilitate the client acquisition process for financial professionals

Privately-held Company Quietly Changing the Face of the Industry with Comprehensive Straight-Through-Processing Solution

Several major advisory technology firms have formed a new partnership called FAStech, which will give participating universities free access to eight leading software technologies used by advisors.

Customizable App Delivers Enhanced Mobile Experience for RIAs through Streamlined Navigation and Improved Access to Core Data

WHAT: The Laser App 2013 conference brings 300 broker-dealer executives and software providers into a collaborative environment to focus on technology trends and integrations.

Portfolio Stress Testing Empowers Advisors with Actionable Insights to Identify Opportunities for Improved Portfolio Construction and Management 

TD Ameritrade Institutional Announces Integration of Laser App^® Anywhere: a New Cloud-Based Tool to Help Advisors Complete Forms Faster and on Mobile Devices

In response to the growing need for individuals to confidently meet retirement goals, SunGard’s MyRetirement income calculator now gives participants in employer-based, defined contribution plans the ability to determine