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Financial Advisor
November 2006
David L. Lawrence |
Relationships Revisited Advisors, here are some CRM options, both old and new. Find one that fits your financial advisory practice.   |
PC Magazine
September 13, 2006
M. David Stone |
Buying Guide: Document Scanners One of the benefits of creating text-based documents on a computer is that it's easy to find the documents again. |
Inc.
March 1, 2010
John Brandon |
The Best Business Scanners Must-have hardware for the cloud-friendly office |
Registered Rep.
April 1, 2008
Christina Mucciolo |
The Eclipse of Paper The process of scanning documents and storing them using document-management software has finally taken hold of the mainstream in the brokerage industry. |
Financial Advisor
February 2010
Joel P. Bruckenstein |
One For The Short List Document management system Image Executive allows advisors to operate more productively, efficiently and securely. |
Financial Advisor
September 2007
Joel Bruckenstein |
File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk. |
Commercial Investment Real Estate
Mar/Apr 2008
Todd Clarke |
Paperless Tools As commercial real estate professionals take their companies paperless, they should realize there are several tools that can assist with their green efforts. |
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 Planning
September 1, 2008
Joel P. Bruckenstein |
Going Paperless More financial planners are starting to embrace the idea of using a document management system. |
PC Magazine
September 13, 2006
M. David Stone |
Expert View: The True Blue Document Scanner There must be a simple, one-step option to scan, recognize, and save the file. |
The Motley Fool
June 18, 2007
Elizabeth Brokamp |
Are Your Files Safe If Disaster Strikes? Preparing our paper-filled lives for emergencies isn't exactly something we all look forward to doing, but it's necessary. Make your preparations easy as pie by digitizing as you go. |
Investment Advisor
February 1, 2011
Dan Skiles |
Building an Efficient Document Imaging Strategy 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. |
PC Magazine
October 16, 2007
M. David Stone |
Business Scanners Get Personal Office scanners don't have to be enormous machines that need a desk to themselves. A personal scanner might fit your workplace better. |
PC World
July 2004
Richard Jantz |
Document Scanners Tame Paper Chaos Models from Microtek and Fujitsu can turn piles of hard copy into convenient PDF files. |
PC Magazine
March 12, 2010
M. David Stone |
Visioneer Strobe 500 The Visioneer Strobe 500 scanner is both portable and a good choice as a desktop document scanner. |
Financial Planning
November 1, 2007
Joel P. Bruckenstein |
Laserfiche Intuition Laserfiche is perhaps the most widely recognized name in document management among financial services professionals. Here is a product aimed at the sole practitioner or small firm. |
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. |
PC Magazine
March 30, 2010
M. David Stone |
NeatDesk NeatDesk scanner handles receipts and business cards particularly well. |
PC Magazine
January 1, 2008
Matthew D. Sarrel |
Use Office to Collaborate on Projects Use the collaboration features in Microsoft Office to track the development of a document. |
Financial Advisor
December 2010
David Lawrence |
The Financial Plan Paradox Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves. |
PC Magazine
August 18, 2009
M. David Stone |
Fujitsu ScanSnap S1500 The Fujitsu ScanSnap S1500 delivers fast desktop scanning for documents and business cards. |
CIO
September 15, 2001
Ian Springsteel |
Are You Sure You Want to Save That? At most companies, managing electronic records means backing up everything in case disaster strikes. But that can get you in trouble, too, if you don't know what you're saving and why... |
Financial Planning
February 1, 2011
Lisa Martin |
Silent Partner Advisory businesses cannot survive on investment acumen and business model alone. Operations can make or break your dreams. |
Financial Advisor
May 2009
David Lawrence |
Worth The Investment The simple truth is that those advisors boasting an efficient document management system can bring their costs way down over time. |
PC Magazine
February 13, 2006
M. David Stone |
Visioneer Strobe XP300 The Visioneer Strobe XP300 offers duplex scanning in a small, lightweight package. |
Macworld
December 12, 2005
Jennifer Berger |
Fujitsu ScanSnap Fujitsu's first software iteration for the Mac is a success. Anyone who has mounds of paper and not enough space for it all should consider it. |
PC Magazine
April 20, 2005
M. David Stone |
Scanning for Business Law offices, real estate agencies, and other paper-pushing businesses benefit immensely from fast document scanners that not only digitize pages but also organize them and make them searchable. Canon DR-3080CII... Fujitsu fi-4120C2... Plustek OpticBook 3600... etc. |
Financial Advisor
July 2008
David Lawrence |
Keeping The Record Straight Financial Planning Association President Mark Johannessen and Andrew J. "Buddy" Donohue, director of the investment management division of the U.S. Securities and Exchange Commission, discuss current regulatory issues affecting the financial planning profession. |
Financial Advisor
May 2007
Joel Bruckenstein |
What's New In MS Outlook 2007 MS Outlook 2007 offers numerous improvements. Those of interest to most advisors improve your ability to do one of the following: find the information you need, prioritize your work, connect/collaborate or work safely. |
PC Magazine
June 2, 2008
Edward Mendelson |
Adobe Acrobat 9 Pro Extended Adobe's PDF juggernaut not only gets more powerful, but also smarter and easier to use in this public beta. |
PC Magazine
May 1, 2010
Erik Rhey |
Your Virtual Briefcase Checkpoint friendly bags... EcoCharge energyefficient wall charger... Free trial group task-management tool...Emergency IE updates... Portable document scanners... |
Commercial Investment Real Estate
Jan/Feb 2004
David C. Mayo |
PDF Power Adobe Acrobat helps brokers send and manage transaction documents. |
PC World
February 23, 2007
Eric Butterfield |
Fast and Versatile Scanners for the Office Page scanners can help any business process documents quickly. We review the latest models. |
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. |
PC Magazine
May 10, 2010
M. David Stone |
Canon imageFormula P-150 Scan-tini The Canon imageFormula P-150 Scan-tini offers desktop-caliber features in a portable package.... HP Scanjet Professional 1000 Mobile scanner... Plustek MobileOffice AD450... |
Financial Planning
October 1, 2008
Jane Worthington |
Document Requests Every registered advisor can expect an SEC staff examination and document request. To ease your firm through the process of delivering the documents in a timely manner, it's important to ensure that documents are easily accessible. |
Financial Planning
October 1, 2006
John E. Gebauer |
Your Mailbox Is Full For investment advisors, the regulations for email retention remain murky, but applying some best practices can help. |
PC Magazine
June 11, 2010
M. David Stone |
Canon imageFormula DR-2020U The Canon imageFormula DR-2020U offers fast scans with extraordinarily fast text recognition. |
InternetNews
February 11, 2009
Paul Shread |
Microsoft Sees Opportunity in Mobile Phone Data Storage With users more and more reliant on smartphones, PDAs and other mobile devices, protecting the information on them could become a growth market. |
PC Magazine
July 21, 2006
M. David Stone |
Xerox DocuMate 152 The Xerox DocuMate 152 scanner is both a complete document-management solution and a good choice for convenient desktop scanning to a PC fax modem, e-mail, or elsewhere. |
PC World
July 2003
Anne B. McDonald |
Color Scan Directly to PDF Fujitsu's ScanSnap offers innovative, one-button scanning. |
Financial Advisor
June 2006
David L. Lawrence |
Is Your Data Secure? Effective -- and cost-efficient -- tools to help your computer system keep its secrets. Adobe Acrobat Professional version 7.0... Tritton Simple NAS... Beyond Micro BME3.5 external enclosure... Winmagic MySecureDoc Personal Edition... etc. |
PC Magazine
November 21, 2005
M. David Stone |
Canon DR-2580C The Canon DR-2580C is the fastest document scanner we've tested for scanning and saving in searchable PDF format, but those who need software for document management or indexing to help organize scanned files must buy that separately. |
PC World
April 2004
Richard Jantz |
New DocuMate a Fast Read Small-biz scanner produces quick, accurate versions of a variety of document types. |
PC Magazine
January 17, 2007
M. David Stone |
Plustek MobileOffice D28 Corporate The Plustek MobileOffice D28 Corporate offers duplex scanning in a package that's small enough to be portable, but its scan utility and bundled software need work. |
PC World
May 2003
Steve Bass |
A New Way to Tame Your Paper Tiger PaperPort Deluxe 9 turns your scanner into a true productivity tool. |
Macworld
August 4, 2006
Jennifer Berger |
Epson GT-2500 document scanner The Epson GT-2500 document scanner is great if you need a combination of high-quality photo scans along with scans of regular text documents and the flat bed for specialized scanning, but it may be overkill for some normal business users |
Insurance & Technology
October 29, 2003
Peggy Bresnick Kendler |
Improved Corporate Content Management New regulations and competitive pressures have insurers turning with renewed urgency to document technologies to manage corporate information. |
Commercial Investment Real Estate
Mar/Apr 2008
Todd Clarke |
Paperless Payoff Discover how going digital can streamline your real estate brokerage business. |
PC Magazine
May 31, 2007
Robert P. Lipschutz |
Google Apps Well-integrated apps give you spreadsheet and word-processing tools, collaboration tools, and great mail and calendar features. |
