Portfolio management software tiptoes toward the cloud
Plus, how creating investment policy statements and real-time dossiers about clients has gotten much easier.
On this week’s broadcast, one of the top portfolio management software providers tip-toes its way into the cloud, creating investment policy statements just got a whole lot easier, how a new app can create a real-time dossier about your clients, and more.
Advent unveils Advent Direct — An Innovative Cloud Platform — At AdventConnect from Advent Software. Advent Software, Inc., a leading provider of software and services for the global investment management industry, today commenced its annual AdventConnect conference taking place September 18 – 20, 2013 at the San Francisco Marriott Marquis.
A One-Click Roadmap for Your Clients from Riskalyze. Riskalyze now makes it possible to create this roadmap for your clients with a single click.
Surface Pro 2: hands-on with Microsoft’s new tablet powerhouse and Amazon’s Kindle Fire HDX: Power, With A Helping Hand, both from The Verge. If you’re not yet up to speed on using video chat services like Skype, FaceTime, Google Hangouts and more, now is the time to add these tools to your technology portfolio.
Refresh – The Instant Dossier from Refresh. The app truly helps me keep all the details about my contacts organized in one place.
Bill Winterberg is an Atlanta, GA-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.
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