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Navigating the CRM labyrinth

Written by Davis Janowski, Investment News Monday, 07 February 2011

It's obvious from my recent conversations with advisers that customer relationship management software still causes plenty of confusion.

Not only are there many existing products from which to choose, advisers also face the decision of whether to wait for what's coming down the road — The Charles Schwab Corp. and TD Ameritrade Institutional are working on technology initiatives with CRM systems as a key component.

One thing I tell readers who contact me is to approach this decision methodically, in detailed steps that will make the process of selecting a CRM system much less intimidating. Read More..


TD Ameritrade Institutional Explores Offering Salesforce To Affiliated RIAs; Creates Alpha Version Of Integrated CRM App

Written by Andy Gluck, Advisors4Advisors Monday, 07 February 2011

TD Ameritrade Institutional, which provides clearing services to about 4,000 investment advisors, has integrated its custodial data into Salesforce, the popular CRM.

Jon Patullo, director of Technology Product Management at TDAI, says the custodian recently engaged consultants at Deloitte to customize a version of Saleforce that integrates TDAI data.

However, Patullo added that the Salesforce integration with TDAI was still only a test concept and that release of any such solution was dependent on an agreement on pricing with Salesforce. Read More..


Silent Partner

Written by Lisa Martin Friday, 04 February 2011

When we started Smead Capital Management in Seattle in 2007, we knew we had a solid investment team. The five of us had nearly 80 years of experience at Wachovia Securities and other large broker-dealers and investment firms.

Bill Smead, our CEO/CIO, is a highly respected portfolio manager who's a regular on CNBC, Bloomberg and other media outlets. His value-oriented investment philosophy has been successful, and it's relatively easy to explain to clients. In a nutshell, we seek investments in undervalued companies that we want to hold for the next 10 years.

But, as breakaway RIAs, we also knew that our business would not survive on investment acumen and our new independent business model alone. We knew that our operations could make-or break-our dreams. Read More..


The Lab

Written by Joel Bruckenstein, Financial Planning Magazine Friday, 04 February 2011

Custodians who serve independent RIA firms appear to be escalating a technology arms race. The most visible front in this battle is integrating third-party applications. As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT.

Established in 1999, FCAT is a central group within Fidelity charged with evaluating technologies for the firm. That's a tall order, as Fidelity spends approximately $2 billion per year on technology, and many company insiders view its technological edge as the foundation of its success. Read More..


TD to jump on iPad bandwagon

Written by Investment News Staff Friday, 04 February 2011

TD Ameritrade Institutional will soon take the wraps off a mobile application that will allow financial advisers to manage client accounts on an iPad.

The iPad-specific app will give advisers to access Veo, the firm's institutional trading account management platform, said TD Ameritrade Institutional president Tom Bradley at the company's national conference for advisers in San Diego on Thursday. Read More..


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