TechTalk

TechTalkblog

InvestmentNews takes advisers through the developments and innovations in technology that’ll change the way you do business today—and tomorrow.

Popular planning software aims to streamline financial plan creation

Plus a look at a startup challenging video conferencing giants and how Junxure's cloud-based CRM is shaping up.

By Bill Winterberg

Sep 9, 2013 @ 12:50 pm (Updated 4:09 pm) EST

On this week's broadcast, a peek at Junxure's new cloud CRM for advisers, a custom built workflow system is coming to MoneyGuide Pro, why it's time you should stop asking clients for referrals, and more.

Tech Review: Junxure Cloud Reaches for the Sky from Financial-Planning.com.

Over the years, Junxure has added a few additional products, including ClientView, a client portal service, and Junxure Mobile. But the one component it's been lacking is a cloud-based CRM product, which it's been working on for about two years. Those efforts are about to bear fruit.

Financial Planning Software Experts at Money Guide Pro Select Fox Financial Planning Network To Develop Integrated Workflow System from eReleases.com.

PIEtech, maker of Money Guide Pro (MGP), the leading financial planning software for financial advisors, officially announced today the selection of Fox Financial Planning Network (FFPN) to develop a custom workflow system to enable MGP subscribers to create financial plans more efficiently as well as to drive adoption of recently added valuable features.

This tiny Irvine company built a pro video-conf product for millions — on top of Google Hangouts from VentureBeat.com.

Video-conferencing is a massively turbulent space right now. Large incumbents like WebEx and GoToMeeting are fighting smaller, nimbler, and cheaper options like Blue Jeans Network and the company that actually powers Google Hangouts, Vidyo. But an tiny upstart company in Irvine, California just might unseat them all.

Stop asking for referrals and use technology to drive growth from FPPad.com.

Asking clients for referrals can be damaging says one expert; use technology instead to drive your business growth.

Bill Winterberg is an Atlanta, GA-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.