Comments on: Portfolio Management Software and Investor Data Access http://wealthfly.com/blog/2007/01/17/portfolio-management-software-and-investor-data-access/ A blog for investment advisors, brokers and financial planners. Tue, 06 Jan 2009 05:16:35 +0000 http://wordpress.org/?v=2.3.3 By: WealthFly » Schwab Is Dropping The Price on PortfolioCenter http://wealthfly.com/blog/2007/01/17/portfolio-management-software-and-investor-data-access/#comment-146 WealthFly » Schwab Is Dropping The Price on PortfolioCenter Wed, 16 May 2007 23:39:43 +0000 http://wealthfly.com/blog/2007/01/17/portfolio-management-software-and-investor-data-access/#comment-146 [...] I did a post at the beginning of the year where I laid out the pricing models of all the current portfolio management software. Something that struck me then, and has continued bugging me, is the high cost of Schwab and Advent’s systems. They start at $8 and $10k respectively. [...] […] I did a post at the beginning of the year where I laid out the pricing models of all the current portfolio management software. Something that struck me then, and has continued bugging me, is the high cost of Schwab and Advent’s systems. They start at $8 and $10k respectively. […]

]]> By: Matt Abar http://wealthfly.com/blog/2007/01/17/portfolio-management-software-and-investor-data-access/#comment-34 Matt Abar Sun, 21 Jan 2007 08:40:59 +0000 http://wealthfly.com/blog/2007/01/17/portfolio-management-software-and-investor-data-access/#comment-34 I was working on the AdvisorMart 3.0 UI but left before development was finished. It was a huge leap beyond where we were with 2.0 and it would have been better than anything out there even now. (The current release was actually the 2.0 release--it's hard to know with web products.) However, I believe Mike Benson had a very large hand in designing Portfolio Exchange. I was working on the AdvisorMart 3.0 UI but left before development was finished. It was a huge leap beyond where we were with 2.0 and it would have been better than anything out there even now. (The current release was actually the 2.0 release–it’s hard to know with web products.)

However, I believe Mike Benson had a very large hand in designing Portfolio Exchange.

]]> By: SI http://wealthfly.com/blog/2007/01/17/portfolio-management-software-and-investor-data-access/#comment-33 SI Sat, 20 Jan 2007 01:38:39 +0000 http://wealthfly.com/blog/2007/01/17/portfolio-management-software-and-investor-data-access/#comment-33 Advent Portfolio Exchange looks suprisingly like the planned (but dropped) Advisormart 2.0. Advent Portfolio Exchange looks suprisingly like the planned (but dropped) Advisormart 2.0.

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