Software

Slowly, Microsoft's Tablets And Phones Are Getting Adopted And That's Good News For The Vast Majority Of Advisors

http://iimagelibrary1.advisorproducts.com/images/igallery/original/9001-9100/illustrations_abstract__1024_-9045.jpg
by agluck     May 03, 2013      0.0 (0) While the torrent of information about advisor technology usually focuses on all of this really cool stuff, most advisors are using Outlook for email and Office for word processing, spreadsheets, and presentations. So you may be happy to hear that Microsoft's answer to Apple and Google is finally taking shape.

Read more ...

Just Released! Return On Technology White Paper

http://iimagelibrary1.advisorproducts.com/images/igallery/original/2801-2900/maps_graphs__1024_-2839.jpg
by SherylCPA     April 30, 2013      0.0 (0) Would you buy software that returns over 46 times the cost of the system? Would you pay for software that can net you an average of almost $600,000 of savings and revenue each year?  According to a new industry white paper, this describes the return on investment achieved by automating the portfolio rebalancing process.

Read more ...

Windows XP Is Retiring

http://iimagelibrary1.advisorproducts.com/images/igallery/original/2801-2900/maps_graphs__1018_-2833.jpg
by BrianEdelman     April 10, 2013      0.0 (0) As of April 8, 2014 Microsoft will no longer provide security updates, non-security hotfixes, free or paid support for Windows XP.

Read more ...

Publishing A Calendar Online

http://iimagelibrary1.advisorproducts.com/images/igallery/original/2801-2900/maps_graphs__1020_-2835.jpg
by BrianEdelman     February 15, 2013      0.0 (0) We have a client who works for two different companies and has two different assistants that manage his calendar. To help make managing his calendars easier he wanted both of his assistants to have access to both of his calendars. By using the publish calendar online option in Outlook, the client is able to share both calendars with h

Using Calendar Overlay

http://iimagelibrary1.advisorproducts.com/images/igallery/original/2801-2900/maps_graphs__1054_-2869.jpg
by BrianEdelman     February 13, 2013      0.0 (0) We recently had a client who was working off of two calendars in Microsoft Outlook 2010. To make scheduling easier, he wanted to view both of his separate calendars as one calendar.

Read more ...