Software
An Android App That Can Track Individuals Suffering From Dementia
Because financial advisors deal with the most sensitive personal isssue--a family's finances--they often help people cope other personal issues, such as caring for a loved one with dementia. So you may be interested in learning about this new Android app for tracking an individual's whereabouts.
Giving Clients And Business Friends Access To Your Calendar Is A Huge Time-Saver
I've tried many calendar sharing applications to manage the hassle of finding times to meet with people. I finally found one that does not slow down Outlook.
AdvisorPad Platform Launches For $12 A Month
The system contains almost all of the features found in leading CRM, portfolio management, and planning applications but was developed using automated code generation, enabling AdvisorPad to sell for a fraction of the cost of rival applications.
AdvisorPad founder, Vishwanath Sickthalamakth, says AdvisorPad’s planning module allows an advisor to utilize goal-based or cash-flow planning, and that the system is capable of illustrating seven “what-if” scenarios side-by-side. Sickthalamakth says the reporting application is integrated with account aggregation systems and us
Tech Tools Conference Panel Highlights New Trends In Document Management
When asked to weigh in on the upcoming trends in document management, here are the comments from several panelists.
Why Document Storage Isn't Document Management
At the conclusion of last week's TD AMERITRADE Institutional conference in Orlando, I ended up talking about technology with an advisor while waiting for my ride to the airport. During our discussion, the topic of document management and paperless office came up. As we discussed our own techniques for managing documents, I realized that the advisor's focus was on document storage while I was explaining the merits of true document management.
So what's the difference between document storage and document management?
