November 2, 2017

Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
September 19, 2016

Portfolio Management, Reconciliation and Accounting – Some Thoughts on Outsourcing for Financial Advisors

During the last few weeks, I’ve had the opportunity to attend both the Orion FUSE event and the SS&C/Advent Deliver Conference. The two events could not […]
June 15, 2016

Compliance Made Easier through Technology

Compliance is complicated, right?  Wouldn’t it be nice if there was an app for that? There is.  In fact, there are two of them.  Plus a […]
June 14, 2016

Bob Veres’ Insider’s Forum is More than a Conference

As one of the most enduring and insightful thought leaders in our sphere, Bob Veres (www.BobVeres.com) is continually trying to figure out how to improve and […]
April 27, 2016

The Evolution of Professional Software for Advisors

I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show.  There seems […]
April 21, 2016

Advyzon Solves the Whole Puzzle

It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]
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