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The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

Oracle has rolled out a series of upgrades and new features for the PPM (project portfolio management) software suite it gained through the 2008 acquisition of Primavera. The software is used by ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Advisor technology providers are in a price war, attempting to entice RIAs using Schwab's PortfolioCenter software to switch into their offerings. Up for grabs are potentially dozens of long-term and ...

Software AG has signed a deal to acquire IT portfolio management software vendor alfabet AG, and plans to combine the company’s tools with its own ARIS process modeling products. Terms of the ...

Planview, the enterprise software company recently acquired for $1.6 billion by TPG and TA Associates, is making an acquisition of its own with plans to buy Seattle-based Changepoint and San Mateo, ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...