Written by Dan Skiles, Investment Advisor Tuesday, 01 February 2011
The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm.
Given all the choices available for document management systems, where do you begin? As with any technology purchase, you need to identify both your short- and long-term needs. For many advisors, the initial need for a document management system is to get rid of paper files and to have easy access to documents electronically. However, meeting this need gets much more complicated if you have a large firm and multiple staff members who will be responsible for scanning your documents. Another need might be to implement workflow using the document management system. The goal here is that the document is “routed” electronically throughout your office as each individual or department completes their respective work. Read More..
Written by Andy Gluck, Advisors4Advisors Tuesday, 01 February 2011
ReportCheck For Schwab PortfolioCenter is targeted to the 3,400 firms using this performance reporting system and is made by Norwood Consulting LLC. John Norwood founded PortfolioCenter when the RIA business was in its infancy.
Schwab purchased the company from Norwood around 1995 and he was CEO of the portfolio managenent software company until about five years ago.
Norwood has started a consulting business, John Norwood Consulting LLC, and the first product he's launched is ReportCheck for PortfolioCenter. Read More..
Written by Bill Winterberg, Morningstar Advisor Friday, 28 January 2011
The new year brings a new conference season for financial advisors, with at least a dozen large conferences and events scheduled from major custodians, broker-dealers, professional organizations, vendors, and service providers during the next six months. These events offer many opportunities for you to expand your personal education, perform due diligence on products and services, and network with old friends and new colleagues. Read More..
Written by Andy Gluck, Advisors4Advisors Friday, 28 January 2011
AdvisorEdge, a new performance reporting and portfolio accounting software program, has been launched by a partnership between two industry veterans, which makes me believe that it is a viable contender. AdvisorEdge is a new portfolio management software (PMS) app that is being launched as a result of a patnership between Mike Kelly of Back Office Support Service, and Matt Abar of FinFolio. Read More..
Written by Joe Stallings, RIABiz Tuesday, 25 January 2011
While most Atlantans spent the week ensconced at home, Balentine employees continued with business as usual. We’re an independent wealth management firm with over $800 million of assets under management, and business can’t just stop because of a little weather. When we opened our doors just over a year ago, I decided (as director of communications), along with other partners at Balentine, to build our infrastructure around mobile technologies and online platforms.
Instead of investing in traditional desktop computers, Balentine adopted laptops, iPhones, and iPads. While these choices might seem fairly pedestrian, we augmented their capabilities by adopting a Cloud-based customer relationship management (CRM) system by SalesForce and Pershing’s NetX360 platform. Read More..
Page 66 of 75