The Paperless Office – Getting Started

Preparing for Paperless  Getting started with an imaging initiative starts with strategy and compliance,… [more]

The Paperless Office – Getting Started The Paperless Office - Getting Started

Front Office Integration

For the independent financial services organization, regardless of size, selecting the right front office… [more]

Front Office Integration Front Office Integration

What Lessons Can Successful Advisors Teach Us? via @RIAbiz

Elizabeth MacBride covered three of the top investment advisors in the world, including Barron's number… [more]

What Lessons Can Successful Advisors Teach Us? via @RIAbiz What Lessons Can Successful Advisors Teach Us? via @RIAbiz

Advisor Websites Survey: How Advisors Use Web Sites

Marketing chief Loic JeanJean, Advisor Websites, has completed another survey of financial advisors in… [more]

Advisor Websites Survey: How Advisors Use Web Sites Advisor Websites Survey: How Advisors Use Web Sites

Inventory more than just passwords with @1Password on Mac

My original goals in pursuing a password manager were simple - first to keep track of the litany of sites… [more]

Inventory more than just passwords with @1Password on Mac Inventory more than just passwords with @1Password on Mac

The Paperless Office – Getting Started

Preparing for Paperless  Getting started with an imaging initiative starts with strategy and compliance, followed by a review of planned procedures supported by the technology (both hardware and software) you will need.Strategy Leads to Good Policy and ProceduresThere are several approaches to imaging initiatives. Some common themes are: Scanning and storing client paperwork – from [...]

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Front Office Integration

For the independent financial services organization, regardless of size, selecting the right front office technology solutions is one of the biggest challenges. Not only does the scope of technological capacity move at a rapid pace, but with new programming techniques and platforms (Adobe Air, AJAX, web services, etc.), most struggle to keep current with what is available.

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