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Financial Advisor
August 2006
Joel Bruckenstein |
First Look At Advisors Office The developers have laid a solid foundation upon which additional functionality can be layered. If and when this occurs, Advisors Office will be an interesting proposition for an office of perhaps three to ten employees, provided the pricing is well aligned with the functionality being offered.   |
Financial Planning
June 1, 2012
Joel Bruckenstein |
Tech Tools: Managing Customer Contact Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing. |
Financial Advisor
November 2008
Joel Bruckenstein |
Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software. |
Financial Advisor
July 2005
Joel P. Bruckenstein |
CRM And Integration If it can deliver on their planned improvements, and if it can attract enough critical mass to generate a profit, NationBuilder has the right stuff to become a serious competitor for financial advisors' CRM dollars. |
Financial Advisor
October 2006
Joel Bruckenstein |
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. |
Financial Planning
April 1, 2012
Joel Bruckenstein |
Tech Tools: Target Engaged One of the themes of February's Technology Tools for Today Conference was a lack of advisor efficiency. Balance Financial's new software for advisors is designed to alleviate this very problem. |
Financial Advisor
October 2008
David Lawrence |
A Model Relationship Having stronger client relationships should not just be your goal but one of your top priorities. |
Financial Planning
July 1, 2011
John J. Bowen, Jr. |
Consultation, Not Just Advice Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants. |
New Architect
January 2003
Keith Schultz |
Lotus Notes and Domino 6 The granddaddy of enterprise groupware, now with many welcome multiuser features and server enhancements. |
PC World
November 2002
Stan Erhart |
Review Your (Lotus) Notes IBM's groupware has a fresh new interface and extra options, but its calendaring functions could stand some refining. |
Investment Advisor
July 2006
Lauren Barack |
Contact Point CRM software makers are now combining clever programming with more robust software to offer advisors a more streamlined, smarter way to keep current clients happy and bring more clients into their financial family. |
Financial Planning
December 1, 2008
Scott Schutte |
Setting Yourself Apart The wave of retiring baby boomers in the coming years will pave the way for advisors who wish to move away from traditional investment management and focus on specialized financial planning and wealth management services. |
InternetNews
September 7, 2005
Tim Gray |
IBM Delivers Lotus Notes and Domino 7 The latest version of the platforms include new features and tools designed to improve productivity for IT administrators and corporate application developers. |
Financial Planning
September 1, 2008
John J Bowen Jr |
Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre. |
InternetNews
October 6, 2009 |
IBM Brings Collaborative Notes to iPhone Lotus Domino 8.5.1 is first version to natively support the iPhone via its Lotus Notes Traveler software. |
Investment Advisor
April 2009
Mike Patton |
Values Advisor The sixth in a series of first-person articles in which the author chronicles his own road to independence from employee advisor to fully independent RIA. |
Financial Advisor
July 2011
David Lawrence |
The Mobile Advisor Is working without an office a viable business model? |
Financial Advisor
January 2005
Steve Sanduski |
Getting To The Heart Of The Matter Here's how to connect with your prospective financial advisory clients. |
Financial Planning
August 1, 2008
Chris Radford |
Choices in Bad Times While a recessionary market is a trying time for any advisor, it's also a great opportunity to preserve your current clients and grow your business. |
Financial Advisor
April 2005
Sydney LeBlanc |
Advisor And Manager: A Symbiotic Relationship Trust and respect are essential ingredients in establishing a lasting bond between a financial advisor and investment manager. |
Financial Advisor
November 2003
Leo Pusateri |
Advanced Applications For The Value Ladder Use key questions directed at potential clients to connect back to your unique message. |
InternetNews
January 17, 2006
Clint Boulton |
Microsoft Collab Tool Could Woo IBM Set Microsoft is looking to be a thorn in IBM's side ahead of next week's Lotusphere event. |
Financial Planning
November 1, 2011
John J. Bowen, Jr. |
Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential. |
Investment Advisor
September 2008
Steve Moore |
Less Is More To become a wealth manager, you may want to start with fewer clients. |
Investment Advisor
March 1, 2011
Joni Youngwirth |
Marketing Implementation: The Advisor's Role and the Importance of Delegation Make no doubt about it -- the advisor must be strategically involved in marketing. |
InternetNews
July 29, 2005
Sean Michael Kerner |
IBM and Avaya Extend Call Collaboration IBM set to integrate Avaya technology for VoIP functionality into IBM's collaboration product lineup. |
InternetNews
January 22, 2008
Larry Barrett |
IBM Teams Up With SAP on 'Atlantic' IBM and SAP on Monday announced plans to release a jointly developed application that allows employees to access SAP's Business Suite applications through their Lotus Notes desktop client. |
