Technology
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Profiles In Success: Efficient Wealth Management
Tuesday, July 01, 2014 20:14

Welcome to the first in a series of industry content designed specifically to help independent financial advisors better manage and profitably grow their firms.

This Website Is For Financial Professionals Only


Brought to you by Total Rebalance Expert (TRX) and Orion Advisor Services, Profiles in Success spotlights notable advisory firms and showcases how they are providing outstanding client service, driving efficiencies and creating a scalable business by leveraging leading edge technology.

Efficient Wealth Management is an excellent example of how advisors can harness technology to create an efficient foundation and differentiate their firms in a crowded marketplace. In this white paper, Paul Carroll, CFP® of Efficient Wealth Advisors shares how his firm was able to grow and scale through the effective implementation of trading and portfolio accounting software. 
 
TRX and Orion have come together to create an integrated and complete portfolio management and rebalancing platform that is driving the success of firms like Efficient Wealth Management. We invite you to learn more by logging on to www.trxpert.com and www.orionadvisor.com.
 

Download the article at http://www.orionadvisor.com/advisor-finds-trading-efficiency-scale/.

 
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Amazon Fire Phone Looks Like A Cool New Choice And Will Probably Help Us Solve Everything With An Amazon Purchase
Wednesday, June 18, 2014 22:26

Amazon has entered the mobile phone device market, which is great news because Amazon is a great for shopping online and its foray into hardware with Kindle devices has been good for consumers and competition. Moreover, with Amazon CEO Jeff Bezos now in control of The Washington Post, you can see how Amazon is well-positioned to sell almost anything, make hardware and deliver original news content.

 

This Website Is For Financial Professionals Only


 

 

 

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Apple Takes Control Of Marketing To You Based On Your Location
Monday, June 09, 2014 10:34

Apple is taking control over who can use location-based advertising with iOS users.

 

Quartz, an eclectic online business magazine, is reporting that Apple new iOS 8 operating system is going to generate dynamic identifiers to tell its servers where you are located. 

This Website Is For Financial Professionals Only


Marketers, the government, wireless carriers and other big companies will need Apple's permission to track those dynamic identifiers pinging cell sites, which means when you're in the mall companies can't send you text messages to let you know you just passed the socks that you bought two years ago and they're on sale for the next 10 minutes.

 

 

While Quartz and Ars Technica are covering the tech story as if Apple is using dynamic identifiers to protect privacy of its users, it's much more likely Apple is doing it simply to control who can market based on location to its iOS users. 

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One-Trick Apps Are A Key Cause Of The Disruption Revolutionizing Financial Advisor Software; Plus, How To Delete Backgrounds From Photos Easily
Tuesday, May 06, 2014 15:31

Tags: advisor industry people | advisor technology | financial planning software

What does the disruption being visited on the financial advice software business have to do with removing background images from photos? Plenty, as it turns out.

Recently, I searched the Web for an easy way to delete a background from a head shot photo and came across Clipping Magic, which makes removing an image background as simple as drawing two lines and clicking once. Instead of Adobe Photoshop, I’m now paying $3 a month for a Clipping Magic account, and I used the app with Fritz Meyer's head shot below. Point is, Clipping Magic is contributing to the disruption of the graphics software business in the same way that the financial advisor software business is being disrupted by one-trick apps.  

This Website Is For Financial Professionals Only


 

To call these one-trick apps is unfair. They can pack heavy-horsepower. David Zolt’s retirement software, which uses Excel to simplify a highly complex calculation created by an actuarial professional with 25 years of experience in designing retirement plans, is a one-trick app. It does one thing great.
The Apple marketing slogan of five years ago today means there’s an app for everything, even the most complex financial calculations and algorithms and now they’re developed by thoughtful professionals with serious skills and an entrepreneurial spirit.
 
I love the way the American economic system is empowering people like Zolt, Alex Murguia, Robert Keebler and other thought leaders to create new software solving personal financial planning problems. These people are translating their life’s work into an app or series of apps, these highly skilled individuals whose names are their brands. They design simple software heretofore only big software companies had the intellectual capital and tech skill to produce.
 
These one-trick apps help advisors do one thing great but are easier than working on a big financial planning software system larded with features you don’t need. They are like Clipping Magic to financial advisors.
 
Over the next few years, we’ll see the business of providing software to financial advice professionals continue to be disrupted by entrepreneurial thought leaders. Software for financial advice professionals is a niche business and these one-trick apps are going to chip away at the user base of the big software companies.
 
The one-trick apps are going to do more and more of the work for financial advisors in the years ahead, and they are well suited for the financial advice business, which is so fragmented. If the right combination of $3 a month apps does everything a financial advisor needs, guys like Zolt, Keebler, and Murguia are going to disrupt your desktop.  

 

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If You Are Still Using Windows XP Beware
Thursday, April 24, 2014 08:38

Tags: Cyber attacks | hack attempts | viruses | Windows XP

As an IT services company we are on the front line of defending computers.  We have seen a significant increase in the amount of viruses and hack attempts to our clients that have chosen not to upgrade their operating system.

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On April 8, 2014 Microsoft pulled the plug on updates and support for Windows XP. It is estimated, however, that 1 out of 3 computers being used is still running Windows XP.

Continuing to use this system without these updates is putting the security of your system against cyber-attacks at risk.

 

How much is your clients' trust worth to you? Every time you use a computer still running Windows XP you are putting their information at risk. What would happen if a hacker got a hold of all of your clients' sensitive information that they trusted you with?

 

Windows XP is not upgradeable, we recommend replacing the computer as a whole rather than installing a new operating system on an old computer.

 

Trying to save money by still using a Windows XP computer instead of purchasing a new one will only cost you more in the end. Just one virus can cause a deficit you may never recover from. Besides the costs of a new computer you are looking at paying IT support costs to try and save all of your information. Depending on how bad the virus is, your information may be lost for good. And on top of all that you have potentially lost your client’s trust.

 

Read more:

http://www.computerworld.com/s/article/9241585/XP_s_retirement_will_be_hacker_heaven

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