Features include insurance tool, cash-flow engine and 'modern' client reports.
Marketing and client communication tool now an app for smartphones and tablets.
Record keeping, color coding and cloud computing help one firm add a personal touch to client relationships.
Although I say that technology can be my best friend and my worst enemy, I have to admit that it has truly enabled a better life and a more successful career.
The AdviceIQ site features profiles and rankings of about 2,600 financial advisers from 27 broker-dealer firms, detailing their assets under management, client characteristics, mission and contact information.
Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.
Plus, how creating investment policy statements and real-time dossiers about clients has gotten much easier.
Technology is pretty inexpensive but as Dave O'Brien reminds advisers, acquisition is only one step toward tech success.
When an advisor is considering a transition and comparing offers from multiple firms “technology” is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move. Technology hiccups can also be unsettling if clients get wind of it.
Over 140,000 people registered to attend Dreamforce, a sprawling city-within-a-city that featured high-profile keynote speakers, celebrities, multiple rock bands and a cult-like following of all things enterprise business technology.
Second gen version of mobile platform on display at Insite conference.
Custodian meets CRM in what could be a boon to simplified onboarding for many advisers.
Goals-based tech firm will run as a stand-alone company after purchase by private-equity firm.
The company's latest web product to track portfolios joins the efforts of rivals including Jemstep, Betterment and FutureAdvisor
After big IPO hit, the bank learns the hard way how not to use social media
During a social media session at the Schwab Impact Conference, online guru Michael Kitces told an audience of advisers and financial industry executives that Facebook hasn't worked as a way to promote business. But perhaps the reason is that most advisers just aren't using it correctly and making excuses not to use it. Here's how to learn how to set up a page that gives you a fighting chance at getting the most out of Facebook.
Real return is building relationships, especially with younger clients, prospects.
Largest IPO by a technology company since Facebook in May 2012 values the microblogging company at $14.2 billion. At $26 each, above the offering price, shares to begin trading on the New York Stock Exchange on Thursday.
