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Registered Rep.
September 28, 2010
Jerry Gleeson
Custodians Seek Integrated Solutions To FAs' Tech Needs As custodians compete to draw advisors into the fold, they often tout the superior quality of their technology. mark for My Articles similar articles
Financial Planning
August 1, 2010
Joel P. Bruckenstein
Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors. mark for My Articles similar articles
Financial Advisor
September 2010
Joel P. Bruckenstein
Key Role Custodians are upping their technology offerings to RIAs. mark for My Articles similar articles
Financial Advisor
December 2011
Eric Rasmussen
Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages. mark for My Articles similar articles
Registered Rep.
February 22, 2011
Lauren Barack
Fidelity Launches Its First Mobile App For Adv Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones -- at least those who custody with Fidelity. mark for My Articles similar articles
Financial Planning
July 1, 2009
Joel P. Bruckenstein
Introducing NetX360 It remains to be seen if Pershing can execute its plan to ensure that clients receive the maximum benefit from their new NetX360 technology. If Pershing succeeds, it could give the company a large technological lead over its competitors. mark for My Articles similar articles
Investment Advisor
August 2009
Moseley & Spencer
Technology by the Numbers Even in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in their businesses. mark for My Articles similar articles
InternetNews
July 12, 2010
Microsoft Reveals Details of Dynamics CRM 2011 The first public beta of Microsoft's customer relationship management software, with stronger integration among other features, is coming this September. mark for My Articles similar articles
Registered Rep.
October 21, 2015
Ryan W. Neal
MoneyGuidePro, eMoney Join Forces The two biggest names in financial planning software are now partners. mark for My Articles similar articles
CRM
February 6, 2012
Microsoft Unveils Microsoft Dynamics CRM Mobile Microsoft Dynamics CRM service update will include a new, cloud-based, cross-platform, native mobile application. mark for My Articles similar articles
Financial Advisor
April 2009
Joel P. Bruckenstein
An Integration Contender AdvisorConnect integrated software for advisors looks to be a reasonable alternative to Fidelity's WealthCentral. mark for My Articles similar articles
Financial Advisor
April 2010
Joel P. Bruckenstein
Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform. mark for My Articles similar articles
CRM
November 18, 2011
New Maximizer CRM 12 Goes Mobile and Social New release also contains expanded business intelligence functionality. mark for My Articles similar articles
Financial Advisor
December 2007
Joel P. Bruckenstein
Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin. mark for My Articles similar articles
Financial Planning
October 1, 2010
Joel Bruckenstein
What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs. mark for My Articles similar articles
InternetNews
July 12, 2010
Dynamics CRM 2011 Beta Due in September Among the new features for beta testers of Microsoft's CRM software will be stronger integration with Outlook and SharePoint. mark for My Articles similar articles
Financial Planning
March 1, 2011
Joel P. Bruckenstein
Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable. mark for My Articles similar articles
Financial Planning
December 1, 2007
Jeanne Lee
Fidelity Ups Its Game The Boston behemoth is introducing new, integrated technology that promises practice management nirvana. Will it captivate -- and capture -- the RIA market? mark for My Articles similar articles
Investment Advisor
December 2005
Andrew Gluck
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. mark for My Articles similar articles
Financial Advisor
December 2011
Joel P. Bruckenstein
Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices. mark for My Articles similar articles
Financial Planning
December 1, 2010
Joel Bruckenstein
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. mark for My Articles similar articles
Financial Planning
December 1, 2010
John McCormick
The Tech Challenge It's not how much you spend on hardware and software, it's how well you integrate it. mark for My Articles similar articles
Financial Advisor
February 2008
Joel Bruckenstein
Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008. mark for My Articles similar articles
CRM
July 2003
Martin Schneider
Getting IT Together Integration is a four-letter word in the world of CRM, but it doesn't have to be. What follows are the real issues behind integrating CRM solutions with an enterprise's existing systems, and how to simplify what could otherwise grind CRM initiatives to a halt. mark for My Articles similar articles
Financial Planning
September 1, 2007
Joel Bruckenstein
Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit. mark for My Articles similar articles
Financial Advisor
January 2011
Andrew Gluck
A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs. mark for My Articles similar articles
CRM
September 24, 2013
Sarah Sluis
Simplify360 Announces Integration with Salesforce.com Update will let companies create leads or cases from social media conversations. mark for My Articles similar articles
Financial Planning
December 1, 2011
Joel Bruckenstein
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. mark for My Articles similar articles
Financial Advisor
February 2009
Joel P. Bruckenstein
The Case For Integration Fidelity thinks Registered Independent Advisors will benefit from integrated platforms like its new WealthCentral. mark for My Articles similar articles
InternetNews
September 9, 2010
Microsoft Delivers Dynamics CRM 2011 Beta Cloud and on-premise release includes close integration with Microsoft Outlook and reporting and visualization improvements. mark for My Articles similar articles
CRM
January 2006
Barton Goldenberg
CRM: The Past and the Future Born of contact management applications 25 years ago, enterprise software systems have come a long way. mark for My Articles similar articles
CRM
May 21, 2015
Pipeliner and Collabspot Bring CRM Inside Gmail Through the integration, accounts, contacts, tasks, activities, opportunities, leads, and notes are visible and synchronized in real time in Gmail inboxes. mark for My Articles similar articles
Wall Street & Technology
March 19, 2007
Evaluating CRM Solutions When Companies Merge CRM systems are not one-size-fits-all. Those that have features specific to financial industries will more easily reveal their value to users and deliver greater ROI. mark for My Articles similar articles
CRM
March 2012
Jim Dickie
Are the CRM Wars Really Over? Existing CRM users would be well advised to test the waters to see if something that would work better for them exists. mark for My Articles similar articles
CRM
March 2003
Ginger Conlon
A Room With a (Point of) View Executives on the SuperPowers of CRM panel offer their opinions on where the market is headed and how to get there ahead of the pack. mark for My Articles similar articles
Investment Advisor
October 2009
Upgrades What's going on: CRM Software announces major enhancements to Junxure... Tamarac, Inc. has introduced Advisor 9, a suite of portfolio management applications... The Hartford Financial Services Group, Inc. has introduced online information sharing reports... mark for My Articles similar articles
CRM
May 1, 2003
Lisa Picarille
Developers Jump on Microsoft CRM Bandwagon Microsoft's entry into the CRM mid-market space has attracted a lot of attention from rivals and industry watchers. But the software giant has also managed to draw significant support from third party software developers and resellers. mark for My Articles similar articles
CRM
July 2004
Barton Goldenberg
Whose Portal is it, Anyway? CRM's next big challenge is deciding which application will rule the desktop. mark for My Articles similar articles
CRM
July 22, 2014
Pipeliner CRM Announces 30 New Integrations Users can now integrate Pipeliner CRM with marketing automation, support and accountancy software. mark for My Articles similar articles
CRM
January 12, 2011
iPipeline Acquires GaleForce Solutions and Leading CRM Suite The acquisition of GaleForce Solutions expands iPipeline's bank, broker-dealer, wealth management, and international customer base. mark for My Articles similar articles
CRM
December 1, 2006
The Pulse: In 2007 my Company Plans to... Increase its CRM budget: 40%... Maintain its CRM budget: 27%... etc. mark for My Articles similar articles
CRM
June 7, 2013
Peter Chase
Five Steps to Giving Marketers Data Ownership Integration is key. Collecting data is the easy part; the real challenge comes from connecting the different types of data across multiple channels. mark for My Articles similar articles
CRM
October 2013
Barton Goldenberg
Software Advances Are Propelling CRM to New Heights Seven trends businesses cannot afford to ignore. mark for My Articles similar articles
Financial Planning
December 1, 2009
Joel Bruckenstein
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. mark for My Articles similar articles
CRM
September 23, 2004
The Pulse How did you integrate your sales process with your CRM software? Here's a chart with survey answers. mark for My Articles similar articles
InternetNews
February 17, 2011
Microsoft Expands Dynamics CRM 2011 Options The initial release of Dynamics CRM 2011 ran in Microsoft's cloud, but now the software giant is giving customers more options. mark for My Articles similar articles
CRM
July 9, 2015
Pipeliner Integrates with Magento The bidirectional sync of products, contacts, and orders between Pipeliner CRM and Magento connects online stores to sales pipelines. mark for My Articles similar articles
Financial Advisor
June 2007
Joel Bruckenstein
Custodians Lend A Hand The large custodial firms are ramping up their technology assistance for advisors. mark for My Articles similar articles
CRM
October 26, 2010
Brent Hayward
It's About Answers Knowledge-based technologies are now essential to the customer experience. mark for My Articles similar articles
CRM
April 19, 2013
Peter LePine
Understand the BI Maturity Model to Improve Your CRM Implementation A four-stage approach to help you deliver on your customers' requirements. mark for My Articles similar articles