In The News

Investment News
Top Re-balancing Software Vendors Duke It Out, By Davis D.l Janowski

Financial Planning
Rebalancing Act, By Joel Bruckenstein

Financial Adviser Magazine
Triumphant Technology, by David Drucker

Financial Adviser Magazine
Triumphant Technology, by David Drucker, 2/08

For some advisors, nothing brings success like finding the right technology.
Many factors account for success in the financial advice business, say studies by Moss Adams and others. Superior marketing strategies, personnel hiring and management and client services all contribute to success. But for some advisors one factor less often cited has, above all else, accounted for astounding gains: the discovery and wise use of technology. Becoming more technologically sophisticated has moved these advisors more quickly along the road to success and rising profits than any other single factor.

Financial Planning
Rebalancing Act, By Joel Bruckenstein, 5/1/06

A new program that automatically performs sophisticated rebalancing--and captures extra alpha--is stimulating the market for similar programs. Here's what's available.

May 1, 2006- To make profitable software for the advisory community, you need a good story, research to back it up and someone to spread the word. Case in point: Harry Markowitz's research on the efficient frontier had been available since the 1950s, but it wasn't until the Brinson, Hood, Beebower study of 1986 that modern portfolio theory really became gospel in the planning community. Once it did, there was lots of money to be made selling optimization software. Today's parallel may be rebalancing software. Like MPT, rebalancing has been around for years, but it is suddenly creating a new level of interest, driven partly by a low return environment.

Contact us for eALLOCATOR demo and details.

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	In The News *Investment News* Top Re-balancing Software Vendors Duke It Out, By Davis D.l Janowski *Financial Planning* Rebalancing Act, By Joel Bruckenstein *Financial Adviser Magazine* Triumphant Technology, by David Drucker *Adviser Perspectives* *Financial Adviser Magazine* Triumphant Technology, by David Drucker, 2/08 For some advisors, nothing brings success like finding the right technology. Many factors account for success in the financial advice business, say studies by Moss Adams and others. Superior marketing strategies, personnel hiring and management and client services all contribute to success. But for some advisors one factor less often cited has, above all else, accounted for astounding gains: the discovery and wise use of technology. Becoming more technologically sophisticated has moved these advisors more quickly along the road to success and rising profits than any other single factor. <click here to read more> *Financial Planning* Rebalancing Act, By Joel Bruckenstein, 5/1/06 A new program that automatically performs sophisticated rebalancing--and captures extra alpha--is stimulating the market for similar programs. Here's what's available. May 1, 2006- To make profitable software for the advisory community, you need a good story, research to back it up and someone to spread the word. Case in point: Harry Markowitz's research on the efficient frontier had been available since the 1950s, but it wasn't until the Brinson, Hood, Beebower study of 1986 that modern portfolio theory really became gospel in the planning community. Once it did, there was lots of money to be made selling optimization software. Today's parallel may be rebalancing software. Like MPT, rebalancing has been around for years, but it is suddenly creating a new level of interest, driven partly by a low return environment. <click here to read more> Contact us for eALLOCATOR demo and details. Go To Top