Advisor Applications
Sheryl Answers The Tough Questions On TRX
Although this column is generally not product-oriented, because I couldn’t get to all of the audience questions during the webinar, I am following up here to provide the answers.*
Q: For those of us who are currently using another application… what would be the 3 primary reasons to consider a change to TRX?
Is Technology Forcing You Out Of Business?
This morning when I read the tech article about Financial Engines that Andy posted to the Advisors4Advisors web site, it reminded me of a trip I made in October 1999 to interview Bill Sharpe, the Noble laureate and founder of Financial Engines, and his team just as the web site was going up.
NaviPlan Select: The Next Generation For NaviPlan Extended And Standard
EISI’s new financial planning software, NaviPlan Select, combines the best features in NaviPlan Standard and NaviPlan Extended. It is replacing those two solutions. If you’re looking for planning software, NaviPlan Select must be considered. It’s that good. But will the tens of thousands of advisors using NaviPlan Standard and Extended make the transition to Select? And how difficult will it be for them?
Technology Is Your Competitive Advantage
Your firm has implemented some of the best technology solutions to deliver superior client service. But what your prospects don't know about your firm's technology can hurt you.
CRM Going Social?
The concept of taking CRM solutions to the next level has evolved to include the prospect of integrating social media to round out what is being coined a business intelligence dashboard. As we have discussed in articles, webinars and other formats on A4A - how you implement CRM and maximize its capabilities is critical.
