Technology
Photocopiers, Scanners Expose Private Information
- Details Category: Security
Last week, CBS News released an investigative report that revealed how documents with private information were accessed from the hard drives of used photocopiers. Compromised data included internal documents from the sex crimes division of law enforcement, payroll information, and health and medical records.
The iPad for Financial Advisors and Wealth Managers
- Details Category: Hardware
I’ve had my Apple iPad for about 72 hours and am ready to post my overall reaction to the product and specifically address how I believe financial advisers and wealth managers can use the device in their practice.
AdvisorPad Platform Launches For $12 A Month
- Details Category: Software
The system contains almost all of the features found in leading CRM, portfolio management, and planning applications but was developed using automated code generation, enabling AdvisorPad to sell for a fraction of the cost of rival applications.
AdvisorPad founder, Vishwanath Sickthalamakth, says AdvisorPad’s planning module allows an advisor to utilize goal-based or cash-flow planning, and that the system is capable of illustrating seven “what-if” scenarios side-by-side. Sickthalamakth says the reporting application is integrated with account aggregation systems and us
CRM Going Social?
- Details Category: Advisor Applications
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.
Advisors Putting Client Data At Risk
- Details Category: Security
To save money, some advisors are putting client data in jeopardy, and the trade press isn’t helping matters.
I’m talking about two incidents in the past few weeks, one involving Google Docs and the other involving a CRM called Zoho.
