Advisor Applications
Why Integration Of Document Management With Client Vaults Is A Major Advance For Financial Advisors
What if communicating personal information with each of your clients was effortless? That’s no longer a merely a philosophical question. It’s becoming a reality.
Document Management System, Cabinet NG, Integrates With AdvisorVault, Automating Secure Client Communications For Advisors
Cabinet NG, a leading document management system for financial advisors, has integrated with AdvisorVault, streamlining a financial advisor’s work and improving client service.
Cyber Underground, In What Appears To Be An All-Out Assault, Now Hacks Into Sega Gaming Site Halt Sega Pass
Technorati says the Sega hack, which occurred Friday and follows breaches of Sony, Citi, the CIA, and IMF, amounts to an all-out declaration of war by cyber thugs and that security seems sloppy at these large enterprises.
An Answer To An A4A Member's Question About How Advisor Software Inc's Approach To Goal-Based Planning Is Different From MoneyGuide Pro's
An A4A member asked yesterday about the approach to goal-based financial planning in Advisor Software’s new app. “I still don't get how it is substantially different than, say, planning with MoneyGuidePro.” Here’s the answer.
MoneyGuide Pro is the most popular financial planning listed on A4A. It gets rave reviews. However, the way financial planning problems are solved by software for wealth management professionals is evolving, and Advisor Software’s approach is new, thoughtful, and significantly different from the good work done by MoneyGu
Keeping Score At Your Child's Basbeball Game? Now There's An App For That
A startup is helping usher amateur sports into the digital age by offering a scorekeeping and stat-tracking app for mobile phones and tablets.
More Articles ...
- Citi Kept Its Credit Card Clients In The Dark After It Was Hacked
- Review: The Barnes & Noble Nook
- Sneak Preview: An Updated Approach To Goal-Based Planning Is Being Launched By A Key Player Behind Software Used By Tens Of Thousands Of Advisors
- Actiance Unveils LinkedIn Static Content Pre-Approval Workflow Capabilities In Its Social Media Management And Compliance Solution
