Advisor Applications
AdvisorVault Desktop Connector Simplifies Secure Document Sharing For Financial Advisors
Desktop Connector enables advisors to drag and drop any file to a client’s vault from the desktop and eliminates the need to open a browser and upload files.
Six Financial Advisor Technology Trends That Will Reshape The Financial Advice Business In 2011
Be prepared for these six trends—which are already under way— to be influential in reshaping the financial advisory business in 2011.
Five Of The Biggest Technology Stories For Advisors Of 2010
2010 was the first full year in which I’ve written a daily column about technology for advisors. Here’s a list of the biggest technology stories of 2010 for advisors.
10 Tech New Year's Resolutions For Financial Advisors
PC World offered a list of 2011 tech resolutions for small businesses in general, which got me thinking about tech resolutions specific to advisors. Here's my list.
App Backs Up, Wipes, Protects From Viruses And Remotely Disables Cell Phones
State privacy laws increasingly impose responsibility on advisors for client data on smartphones . This app, which works with Verizon network, provides managed security for smartphones.
Conveniences makes Lookout very promising, and according to TechCrunch, it is growing fast.
