Advisor Applications
When Is The Right Time To Buy New Technology?
The new age question is, “When is the right time to buy new technology?” If you’ve waited to buy an iPad or simply have to have the latest tech, it’s a good idea to know where to find the latest gadgets at a more reasonable price. As attractive as being the first to own a new gadget might be, waiting until other retailers pick it up can save you some significant change.
Buying the latest thing from a retailer rather than from the manufacturer can also give you more flexible options on returns, exchanges, and applying loyalty points for purchase. With the reces
AdvisorVault Desktop Connector General Release
AdvisorVault Desktop Connector has moved to general release. Advisors and support staff at the 750 firms using AdvisorVault for secure client communications are invited to download the app.
AdvisorVault Desktop Connector is similar to desktop apps from web-based document storage apps like DropBox. The big difference is AdvisorVault is created exclusively for financial advisors. It is integrated with popular portfolio management systems used by advisors and contains communication features and workflows advisors need to support communication with clients and collaboration with accountants
Financial Planning Software Usage By Independent Financial Advisors; Results Of A Survey Of 2,019 Independent Advisors Shows MoneyGuide Pro Is No. 1
Which financial planning software is most popular with independent investment advisors serving high-net-worth individuals? MoneyGuide Pro is the clear leader (29.8%) followed by NaviPlan Extended (7.9%), Money Tree Silver (5.8%), and e-Money (5.7%), according to a poll of members of Advisor4Advisors.
Tech Survey By A4A Shows Schwab PortfolioCenter Remains No. 1 Portfolio Reporting App But Field Of PMS Vendors Is Growing
Based on data from 2,129 members of Advisors4Advisors, the most popular portfolio management software among independent financial advisors is Schwab PortfolioCenter, followed by Albridge, and Advent Axys.
Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates
Among 2,374 members of Advisors4Advisors, the most popular CRM is Microsoft Outlook, which is used by 21.7% of those polled. The second most popular choice: no CRM (17%.1%) followed by Redtail (15.2%) and Junxure (13.9%).
More Articles ...
- FinFolio: A Portfolio Management Software Targeted To RIAs With $200 Million AUM And Up
- New Retirement Planning App, Likely To Catch On, Illustrates How Technology For Financial Advisors Is In The Midst Of A Creative Upheaval
- RIA Performance Reporting Solution, AssetBook, Gets A Nifty New Graphical User Interface
- WSJ Blog Post Notes Trend Toward Online Apps That Might Compete With Advisors
