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Financial Planning
January 1, 2007
Joel Bruckenstein |
CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving.   |
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 Advisor
July 2008
Joel Bruckenstein |
A First Look A glimpse at Upswing CRM, a Web-based CRM application designed specifically for financial service professionals. |
PC Magazine
August 12, 2008
Edward Mendelson |
ACT! by Sage 2009 ACT! by Sage 2009 is a superb contact-management tool for business and an essential upgrade for existing users, but learning how to get beyond the basics can be tough. |
PC Magazine
October 13, 2009
Edward Mendelson |
ACT! by Sage 2010 The best contact manager around for SMBs is vastly improved by tying into social networks and finally getting the interface it deserves. |
Financial Advisor
March 2005
Joel P. Bruckenstein |
A First Look At CATS This program offers a robust CRM solution for fast-growing financial advisory firms. |
Fast Company
July 2000
Gina Imperato |
Real Tools for Virtual Teams Where's the best place for teams to work when their members are located in far-flung places? On the Web. Here are ratings of a collection of Web sites designed to make teams work virtually anywhere. |
PC Magazine
October 10, 2008
Edward Mendelson |
Microsoft Outlook: 9 Things You Didn't Know You Could Do E-mail can be such a chore some days, it's no wonder most of us don't play around with its settings or know half the tricks it can perform. Read on for a few of our favorites. |
Financial Advisor
December 2005
Joel Bruckenstein |
Under The Radar While relatively unknown, FPS ODS is a desktop software application that works remarkably well as a platform that combines a client relationship management (CRM) system with a financial planning system. |
Search Engine Watch
April 13, 2006
Chris Sherman |
Google Calendar Makes an Impressive Debut Google has released its long-rumored calendar service, offering a set of features that makes it easy to keep track of your own schedule and to share calendars with others. |
Macworld
June 21, 2005
Robert Ellis |
OD4Contact 2.5 While it lacks some key features, Objective Decision's OD4Contact is worth a serious look if you need a more flexible contact and task manager than Address Book and iCal can provide. |
PC Magazine
November 30, 2005
Edward Mendelson |
Office Problems, Solved! Some of the most notorious problems and the most useful tricks with Microsoft office. |
Home Toys
December 2005
Brandi Browning |
How a Customer Relationship Manager for Microsoft Office Can Turn Your Small Business Into a Productivity Powerhouse The benefits of a Customer Relationship Manager (CRM) do not stop with just the needs of the customer -- it adds value to the business as a whole. |
Macworld
November 28, 2005
Jeffery Battersby |
Now Up-to-Date and Contact 5.0 Cross-platform contact management and calendaring applications give you room to grow. |
PC World
May 2005 |
Supercharge Your Software Our experts unearthed more than 65 gems to give you new features that you wish your Windows software already had. |
PC World
March 1, 2000
Matt Lake |
Windows 2000: Tips for New Arrivals What is it with Windows 2000? At first glance, it looks like Windows 98 or 95--same old Start menu, Recycle Bin, and Task bar. But as you spend more time with it, little differences in looks and functions crop up. |
PC World
April 20, 2001
Scott Spanbauer |
Mend Your E-Mail's Broken Links Mend broken links in e-mail, unmask disguised Web page advertising, check browser security settings, catalog your MP3s... |
PC World
November 2000
Lincoln Spector |
Identify Mystery Apps Running in the Shadows Identify background apps, customize Office's Place Bar, make your icons snappy... |
PC Magazine
March 16, 2004
M. David Stone |
Start Your Mail Merge From Outlook Speed your workflow by merging contacts directly into Word. |
PC World
December 2004
Scott Spanbauer |
Where Are My E-Mail, Addresses, and Calendars? Streamline your e-mail files; move messages between apps; and stay safe with plain old text. |
Financial Advisor
December 2004
David L. Lawrence |
CRM: An Efficient Client-Centered Model Defining your relationship with a typical client is the most basic and fundamental aspect of a financial practice. Software programs can make client relationship management easier. Here are a few examples. |
New Architect
August 2002
Ron Miller |
Aim For the Enterprise With Project 2002 Enterprise edition, Microsoft sets its sights on the enterprise market with a three-pronged approach that includes two entirely new products called Project Professional and Project Server, and a completely redesigned Web client called Project Web Access. |
PC World
March 28, 2001
Dan Littman |
Project Management for Beginners Project KickStart 3 takes the complexity out of planning projects... |
PC World
May 2004
Scott Spanbauer |
Tricks for Exporting Your Precious Outlook Data Export your Outlook e-mail, address book, calendar, and other data; plus, do better searches of Google newsgroups, and download Winamp 5. |
PC World
July 23, 2007
Preston Gralla |
Publish Your Outlook 2007 Calendar to the Web You can share your Outlook 2007 calendar with anyone by publishing it to the Web via Microsoft's Office Online service. It's free! |
PC Magazine
September 2, 2003
M. David Stone |
Setting the TaskPad View Outlook's calendar TaskPad view isn't easy to customize, but we show you how it's done. |
Financial Advisor
September 2004
David L. Lawrence |
Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money. |
PC World
October 16, 2000
Linda L. Grubbs |
Top Five Windows Me Files Give Windows Me a boost with this assortment of shareware programs... |
PC World
September 14, 2001
Gregg Keizer |
Windows 2000 FAQ We solve 20 of the most vexing problems with Windows 2000... |
PC World
March 2001
Scott Dunn |
Windows Freebies Go the OS One Better Use free applets to tweak Windows, clean up the Registry... |
Macworld
January 2001 |
Organize with Entourage Save Time with Microsoft Office's New Personal Information Manager... |
Financial Planning
February 1, 2011
Stephanie Bogan |
Find Your Focus As an advisory practice owner, your goal should be to continue limiting your tasks as your business grows so that ultimately you have a very narrow business focus while retaining a strategic overview of your firm. |
PC World
March 2005
Scott Dunn |
Create Your Own Windows Security Analysis Tool The building blocks are in Windows XP Pro and 2000; also, get an enhanced Windows freebie. |
PC World
February 2004
Scott Spanbauer |
Internet Tips: Master Outlook's Bizarre Addressing Mysteries Delete bad addresses that Outlook stores in a hidden file... avoid .art extensions on Internet pictures saved in AOL |
PC World
February 2005
Scott Spanbauer |
'We Have Now Returned Control of Your Browser' Follow these steps to ensure that the Web browser of your choice is Windows' default. |
InternetNews
December 7, 2005
David Needle |
Has Time's Time Come? Industry gathering looks at making calendaring more manageable. |
PC Magazine
December 3, 2003
Cade Metz |
Facelift for Hotmail Goes Live Microsoft revamps its Web-based e-mail client, adding new anti-spam tools, calendar software, and a contact application. |
PC World
January 31, 2001 |
Top 5 Information Managers These programs won't do your daily chores, but they'll help you organize them... |
Entrepreneur
December 2005
Nichole L. Torres |
In Good Time Make the most of your precious minutes with a time-management system that works. |
Entrepreneur
August 2005
Amanda C. Kooser |
Making Contact Synchronization services can keep your contact data safe -- even if your phone gets lost or stolen. |
PC Magazine
June 20, 2008
Larry Seltzer |
Outsmart Calendar Spam Spam has a tricky new mode of entry, so here's what you need to know to protect yourself. |
PC Magazine
October 5, 2004
Richard V. Dragan |
ACT! 2005 Premium for Workgroups With integrated e-mail and word processing, plus the ability to track companies, appointments, tasks, and custom business information, many sales pros won't need to touch another application on a typical day. |
