1. Half Of RIAs Plan To Move To The Cloud This Year And 25% Are Already There; Microsoft Is The Favorite Over Google
(Matching tags: microsoft,cloud,advisor technology,google)

  About half of all RIAs will move to their email, calendaring, document storage and productivity suite to the cloud this year, and about a quarter have already made that move, according to a poll ...

2. Redtail CRM: Latest Version Of Popular CRM For Advisors Fixes Many Useability Problems
(Matching tags: technology,cloud,managing,practice management,productivity,CRM)

With 43,000 users in 9,000 offices, Redtail Technology is one of the most widely used CRMs targeted to financial advisors. It’s latest update includes a long list of improvements that make the product ...

3. Security Issues Advisors Should Ask Web-Based Application Vendors About
(Matching tags: security,cloud,advisor technology)

  With a secure system serving advisors reportedly crashing in late December and still unable to recover client data for advisors it serves, the risk of web-based apps was recently brought into ...

4. TD Ameritrade Demos How Its New Electronic Signature App For Clients Of Advisors Streamlines An RIA's Work
(Matching tags: custodians,document management system,cloud,client communications)

TD Ameritrade Institutional (TDAI) just showed me its new system to help advisors get client signatures electronically.   To streamline the process of getting clients to sign account applications ...

5. A New Salesforce Integrator Targeting Advisors Springs Up From Nowhere
(Matching tags: cloud,CRM)

Technology is changing so fast in the independent financial advisor business that PC World is writing about a CRM system for advisors that’s integrated with Salesforce and Albridge and I’ve ...

6. With New Cloud Storage Service, The Entire Cloud Is Your Hard Drive For Only $10 Per Month
(Matching tags: document management systems,cloud,productivity,practice management)

The idea of using the cloud to store files or sync files between devices is not new. Dropbox, SkyDrive, Google Docs, Amazon and countless others have been offering online storage for some time.   ...

7. Hurricane Irene Battered East Coast, But Advisor Websites Hosted By Advisor Products Stayed Live
(Matching tags: disaster recovery,cloud)

Hurricane Irene, the biggest storm to hit the New York metropolitan area in 25 years, battered Long Island with 65 mile-an-hour winds and gusts to 85, but service to Advisor Products websites and customers ...

8. My Fancy Solid State Drive Died Last Night; Here’s How My Backup Plan Worked
(Matching tags: backup,cloud,practice management)

  Last night, my fancy solid state hard drive, which I’ve bragged about before, died. But I was able to get running almost immediately because I had a backup plan that can work for A4A readers. ...

9. First Cloud Computing ETF Rolls Out With About 40 Industry-Related Holdings
(Matching tags: ETFs,cloud)

First Trust opened its ISE Cloud Computing Index Fund (SKYY) this week, hoping to capitalize on the latest trend in the technology sector.  ...

10. First ETF Focusing On Cloud Computing Is In The Pipeline As Industry Moves Ahead
(Matching tags: ETFs,cloud)

Cloud computing is a hot trend in the technology world, so it was just a matter of time before some enterprising firm designed an ETF around it.  ...

11. Box.net and Google Docs Join Forces against Microsoft Office 365
(Matching tags: cloud,productivity)

Box.net announced new integration with Google Docs, combining its online, cross-platform storage with the Web-based productivity applications of Google Docs to deliver an online content and collaboration ...

12. 29 Laptop Apps, Downloads, And Services to Improve Security, Syncing, And More
(Matching tags: productivity,cloud,disaster recovery,laptops)

These tools are useful for protecting your laptop, enhancing connectivity, managing files and media, and/or customizing your Windows laptop. And most of them are free.

13. Can You Get Your Data Back From The Cloud When You Need It?
(Matching tags: disaster recovery,backup,cloud)

While the cloud can be a great place to store data and backups, you need to make sure you can quickly get what you need when you need it.    ...