Software & Technology
- PortfolioCenter
PortfolioCenter® is a powerful portfolio management system that combines accounting, client reporting, and performance tracking in an easy-to-use networked application. Comprehensive, yet affordable, PortfolioCenter® offers you a cost-effective way to keep on top of ever-changing client holdings.
- ReportCheck
ReportCheck automates checking for errors in PortfolioCenter®. It eliminates the resource intensive and error prone process of manually reviewing reports. ReportCheck builds quality into your PortfolioCenter® data, increases confidence in the accuracy of your reports, and adds efficiency to your workflow.
- ProTracker Software, Inc.
The Windows-based system assists with task management for clients, prospects, employees, marketing, estate planning issues, organizing client data and facilitating regulatory compliance.
- Junxure
Junxure, the flagship product from CRM Software, combines office management features, CRM and workflow automation to enhance the efficiency of your office.
- iRebal
iRebal specializes in high-end software solutions for financial planners and provides research and consultation on financial planning issues, including best practices in rebalancing, location, and tax-loss harvesting.
- Tamarac
Tamarac offers a web-based, global rebalancing and trade order management system for financial advisors.
- Total Rebalance Expert
Total Rebalance Expert (TRX) is a tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management.
- Advisor Products
Advisor Products Inc. offers advisory firms industry-leading marketing and technology solutions, including websites with access to PortfolioCenter® performance reports.
Financial Information
- Google Finance
- Morningstar
- Yahoo Finance
- Hoover’s Online
- Finanical Data Finder
- Wall Street Research Net
- 123Jump Financial Web
- The Securities and Exchange Commission’s Edgar Site
- Edgar Online
- Motley Fool
Online Publications
- Barrons
- Bloomberg Personal
- Business Week
- Financial Planning On-Line
- Forbes
- Fortune
- New York Times
- Smartmoney
- Wall Street Journal
- Virtual Office Newsletter
Business Related
- Marotta On Money
- National Association of Personal Financial Advisors (NAPFA)
- Association for Financial Counseling and Planning Education (AFCPE)
- LawSmart.com
- Securities and Exchange Commission (SEC)
- Certified Financial Planner – Board of Standards
- The CFA Institute & GIPS Standards
- Financial Planning Association of Australia (FPA)
- National Association of Insurance Commissioners (NAIC)
- National Association of State Boards of Accountancy (NASBA)
- North American Securities Administrators Association (NASAA)
