Advisor Applications

New Portfolio Management Software For Advisors; AdvisorEdge Looks Good

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AdvisorEdge, a new performance reporting and portfolio accounting software program, has been launched by a partnership between two industry veterans, which makes me believe that it is a viable contender.

Making Sense Of Document Storage Confusion--Or At Least Trying To

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Advisers are confused and uncertain about web-based document storage and document vaults.

Google Voice Number Porting: Pros and Cons

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I read with interest several stories about Google's launch of phone number porting, but this post was the best one because it fully explained the hassles as well as the benefits.

Government May Soon Force Banks To Impose New Online Authentication Steps

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The Federal Financial Institutions Examination Council (FFIEC) could soon release new guidelines for banks to use when authenticating users to online banking transactions.

How To Divorce Your Tech Vendor

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For advisors, firing a key tech vendor can be a risky venture. The consultant could behave totally unethically or, in worse still, find a legitimate way of socking it to you.