Software

Shared Calendars in Outlook / Office 365

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            There were a couple of questions after the Sharing in Office 365 A4A webinar - the live answers to adding shared calendars are in the video below:              

Feedback From Office 365 Session on Dec. 12th

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Davidh303, an A4A member, really nailed the problem advisors face with Microsoft Office 365.   "Overwhelming amount of information, particularly for a solo practitioner with no IT staff," David said in his comment to us after our kickoff session for a 12-class course, "Office 365 Training For Financial Advisors."   This first class, which is open to advisors who are NOT paying members of A4A, is entitled, "Getting Ready to Get Set." It covered a lot of ground for an introductory session.    David's comment touches on the interesting chall

Profiles In Success: Efficient Wealth Management

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

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If You Are Still Using Windows XP Beware

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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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Which Is The Best Upgrade For You: Windows 7 Or Windows 8?

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After nearly 13 years, Microsoft is calling an end to support for Windows XP on April 8.  This means a lot of people have a big decision to make.

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