Advisor Applications

TRX Strikes Deal With AICPA Even As CPA-Investment Advisors Remain A Strange Brew

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Total Rebalance Expert (TRX) and the American Institute of CPAs (AICPA) announced an arrangement giving CPA financial advisors a discount on TRX's rebalancing software.

Junxure, A CRM For RIAs, Announces Plan To Launch A Web-Based Version In 2012

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Junxure, a CRM that is popular with financial planners and RIAs, says it is developing a web-based version of its desktop software for release in 2012.

Tech Roundup: Motorola Xoom, The First Tablet To Compete With iPad, Is Launched

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The Motorola Xoom, widely expected to give the iPad its first real competition, debuted yesrterday.I went to Verizon to check it out.

Yahoo Finance Now Available As An App For The iPad

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After launching a Yahoo Finance app for the iPhone in September 2009, Yahoo has now launched an iPad-specific version of the service called MarketDash.

ExecPlan Express Updates Its Personal Financial Planning Software To Incorporate Changes To Estate Tax Laws For 2011

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ExecPlan Express financial planning software has updated its software for 2011 to include all of the new tax law changes including the temporary alterations to the estate tax law to help guide financial planning professionals through these new changes.