Advisor Applications

Advisors Ought To Be Looking At Touchscreen Monitors Now

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 Advisors ought to be looking at touchscreen monitors. They’re better for presentations, Web-browsing, and consuming video or textual content. With the latest technology and specifications in mind, here are key factors to consider when buying a touchscreen monitor.   Why Advisors Need A Touchscreen. Most advisors are using Windows machines. Windows 8, which advisors are adopting, is optimized for use with a touchscreen. I’ve previously suggested trying out a Windows 8 touchscreen on a laptop, ultrabook, or convertible. (Please let me know about your experience.) Now, a

Present Wirelessly With Chromecast In Your Conference Room

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Google's $35 Chromecast may be the simplest, least expensive way for financial advisors to make presentations in a conference room. You wirelessly stream content from your laptop browser to a screen.   In July 2013, Google launched the device for wireless screen sharing. It  plugs into an HDMI port and is powered via USB or AC adapter.   After a bit of setup, you "cast" video from the USB device on your computer using YouTube or Netflix, and Android users can also "cast" music or movies from the Google Play store.   For advisors, you can use a Ch

Intuit Sells Financial Services Division, But Keeps Mint.com

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Intuit Inc. today announced that Thoma Bravo has entered into a definitive agreement with Intuit to acquire its Intuit Financial Services division (IFS). The cash transaction is valued at approximately $1.025 billion and is expected to close in the next few months.

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Advisor Technology Q&A: Five Questions From Advisors About The Cloud Answered

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Two weeks ago, a tech consultant who works with about a dozen investment advisory firms, spoke at one of our webinars about moving your firm to the Cloud. The session was part of an ongoing series A4A is conducting about moving to the cloud and it features tech consultants from around the country that work with RIAs. The sessions have been getting very favorable reviews from attendees. The first session featured Josh Phillips, from ProvisionIT, which is near Orlando, Florida, talking about cloud basics. The second session featured Justin Schillinger of Envision Consulting in Alexandria, Virgi

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Tamarac Rebalancing App To be Added To Schwab Intelligent Integration

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Advisor Rebalancing from Tamarac will be the first third-party rebalancing application to be included on the Schwab Intelligent Integration platform.

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