Technology > Investment Platforms


Your article was successfully shared with the contacts you provided.

Twenty-six years after its founding, the Old Tappan, New Jersey fee-only wealth management firm Greenbaum and Orecchio has changed its name to Modera Wealth Management. Principal Tom Orecchio said the name change was necessitated by the retirement of his original partner, Gary Greenbaum, and the terms of their partnership agreement…

EISI, maker of the NaviPlan financial planning software, has started a new initiative, called the Bear Market Plan, that offers additional training and marketing resources for no extra charge to NaviPlan Standard and Profiles Professional customers…

CRM Software, maker of the CRM application Junxure, has released ClientView Live, a technology platform that allows clients to access their account information within the Junxure database via their advisor’s Web site, and for the advisory firm’s personnel to interact with that client in real time. Greg Friedman, founder and president of JCRM Software, said the platform will allow advisors to produce customized reports to the Web, where clients can then view or save them…

Prima Capital, the Denver-based firm that conducts research and targeted due diligence on separate account managers, mutual funds, ETFs, and alternative investments, has formed an alliance with Central Trust and Investment Co., a Missouri-based $2.4 billion investment management and trust firm, under which Central will use PrimaGuide, Prima’s Web-based research application. Prima is a content provider to Investment Advisor, particularly in the annual Separately Managed Accounts of the Year awards.