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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.  |
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.  |
Financial Advisor September 2010 Joel P. Bruckenstein |
Key Role Custodians are upping their technology offerings to RIAs.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Registered Rep. October 21, 2015 Ryan W. Neal |
MoneyGuidePro, eMoney Join Forces The two biggest names in financial planning software are now partners.  |
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.  |
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.  |
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.  |
CRM November 18, 2011 |
New Maximizer CRM 12 Goes Mobile and Social New release also contains expanded business intelligence functionality.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
Financial Advisor December 2011 Joel P. Bruckenstein |
Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
CRM September 24, 2013 Sarah Sluis |
Simplify360 Announces Integration with Salesforce.com Update will let companies create leads or cases from social media conversations.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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...  |
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.  |
CRM July 2004 Barton Goldenberg |
Whose Portal is it, Anyway? CRM's next big challenge is deciding which application will rule the desktop.  |
CRM July 22, 2014 |
Pipeliner CRM Announces 30 New Integrations Users can now integrate Pipeliner CRM with marketing automation, support and accountancy software.  |
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.  |
CRM December 1, 2006 |
The Pulse: In 2007 my Company Plans to... Increase its CRM budget: 40%... Maintain its CRM budget: 27%... etc.  |
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.  |
CRM October 2013 Barton Goldenberg |
Software Advances Are Propelling CRM to New Heights Seven trends businesses cannot afford to ignore.  |
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.  |
CRM September 23, 2004 |
The Pulse How did you integrate your sales process with your CRM software? Here's a chart with survey answers.  |
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.  |
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.  |
Financial Advisor June 2007 Joel Bruckenstein |
Custodians Lend A Hand The large custodial firms are ramping up their technology assistance for advisors.  |
CRM October 26, 2010 Brent Hayward |
It's About Answers Knowledge-based technologies are now essential to the customer experience.  |
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.  |