Technology
Sheryl Answers The Tough Questions On TRX
- Details Category: Advisor Applications
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?
- Details Category: Advisor Applications
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.
Should You Use A Livescribe “Smartpen” At Client Meetings?
- Details Category: Hardware
Financial advisor Karl Hicks is using a Livescribe “smartpen” to take notes at his client meetings. Livescribe records your conversations and digitizes your handwritten notes, automatically synching your notes with the audio. Does it really work?
Why Your Advisory Firm Should Switch To A VOIP Phone System
- Details Category: Hardware
It’s been 18 months since my company switched over to a Voice Over Internet Protocol (VOIP) phone system, and I’m really glad we did. This post tells you how your advisory firm can benefit from a VOIP system. I’m not going to pretend to have all the answers and your feedback about key issues can help the Advisors4Advisors community with VOIP decisions.
NaviPlan Select: The Next Generation For NaviPlan Extended And Standard
- Details Category: Advisor Applications
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?
