Joel Bruckenstein

August 7, 2017

Redtail’s Improved Mobile App Aims to Impress

At the recently concluded LPL Focus 2017 Conference, I had a chance to catch up with Redtail CEO Brian McLaughlin and his team. During my visit, […]
August 1, 2017

FinFolio Launches wealthlab.io, an API for Wealth Management and Trading

wealthlab.io is a stand-alone REST API for professional wealth managers and their technology teams. It allows them to easily create client portals or wealth management apps using […]
July 25, 2017

Technology Champions are Key to Upgrades Done Right

For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
June 8, 2017

Quick Takes: An Update on Capitect

Quick Takes are designed to provide readers with a quick overview of a product or service of interest. They are not designed to be a comprehensive […]
May 24, 2017

Using Two Factor Authentication with MS Office 365 Business Edition

I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
May 3, 2017

Quick Takes: Truelytics, A Business Intelligence Application for RIAs

Quick Takes are designed to provide readers with a quick overview of a product or service of interest. They are not designed to be a comprehensive […]
April 25, 2017

How eMoney Advisor Strategically Transformed Their Client Onboarding Experience

The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
April 18, 2017

Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
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