Advisor Applications
Performance Reporting For New RIAs
For advisors going independent, producing monthly or quarterly performance reports is unfamiliar ground. Without a documenting the process and choosing a technology platform to implement a system, performance reporting can be overwhelming. Advisors4Advisors recently produced a webinar to help new advisors making the transition.
Webinar Follow Up - Roundup of Leading CRM Systems
Neal Quon and I presented on the Friday Financial Advisor Webinar Series - a Roundup of Leading Advisor CRM Solutions (replay available here). It was a well attended and interactive session, even spilling over by an extra ten minutes - as the questions coming in from attendees were fantastic. I wanted to follow up on a few items here also invite any additional questions from folks who did not get their question handled.
CRM Going Mobile
2009 was the year many CRM providers either introduced or enhanced their support for mobility to customers. The most recent being Redtail Technology, now with apps for Blackberry and iPhone integrated into their offering.
For many years the idea of needing mobile phone access to core business systems seemed either absurd or at minimum challenging due to the limited processing power and small screens of even the best smart phones. While the Blackberry was ahead of the curve on smart phones, Apple's iPhone has largely been the driving force behind handset makers introducing phones nearly as powe
Schwab Performance Technologies Q&A
At a recent session of the Financial Advisor Webinar Series, Mike Williams of Schwab Performance Technologies (SPT) talked about developments in PortfolioCenter and PortfolioServices. While we usually don’t invite vendors to talk about their products at our webinars, we made an exception because Schwab is so influential; SPT is used by 3,300 advisory firms and its parent provides custodial services to 6,000 RIAs. Despite allotting 25 minutes for questions, attendees at the session had more questions than Williams could answer. So we passed along to Williams the unanswered questions ch
SunGard Tweets On Tuesdays
SunGard Financial Systems, the largest technology company in the world of wealth management, is now Tweeting.
