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Financial Planning
December 1, 2012
Joel Bruckenstein |
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.   |
Financial Planning
March 1, 2011
Joel P. Bruckenstein |
Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable. |
PC Magazine
September 13, 2011
Michael Muchmore |
Hands On with Windows 8 Developer Preview Microsoft has made an early version of Windows 8 to developers and the tech press. Here's what the new operating system brings so far. |
Financial Planning
October 1, 2012
Joel Bruckenstein |
Forms in the Cloud: Laser App Software Fills in Form Filling Technology Nicely The firm's software does just one thing, but it does it extremely well: It helps financial service professionals fill out forms and process them. Now it has introduced Laser App Anywhere, its next-generation product. |
InternetNews
January 25, 2011 |
Tablet Explosion Puts Developers Into Overdrive The onslaught of new tablets running on multiple platforms is giving mobile app developers more choices and opportunities to cash in. |
Financial Planning
August 1, 2013
Joel Bruckenstein |
Tech Review: Pershing's Next-Generation Platform Pershing's technology platform for advisors gets a far reaching upgrade. |
Financial Planning
January 1, 2012
Joel Bruckenstein |
Salesforce: More than Just CRM Social enterprise software is still in the early stages of development, but there is clearly a social media revolution taking place that advisors can't afford to ignore. |
Commercial Investment Real Estate
Nov/Dec 2012
Dennis LaMantia |
Excel-lent Apps For those who have already invested in a tablet and aren't ready to replace it with the Microsoft Surface or wait for rumors of an Office app, there are some alternatives. We offer some practical workarounds for using macro-enabled Excel files. |
Financial Planning
December 1, 2011
Joel Bruckenstein |
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. |
Commercial Investment Real Estate
Sep/Oct 2012
Dennis LaMantia |
iPad Insights The iPad has lost its novelty but not its utility. Certified Commercial Investment Members continue to find ways to use it to make their jobs a little easier. |
PC Magazine
October 12, 2005
Cade Metz |
Living in a Windows World Windows is on nearly every desktop and notebook PC in business and homes. It's on most servers, many of our PDAs, and a growing number of our phones. Is this a good thing? |
PC Magazine
April 27, 2011
Sascha Segan |
Google Android 3.0 (Honeycomb) Google's tablet OS, Android 3.0 (Honeycomb) is poised to become a global standard, but a lack of third-party apps could slow its adoption. |
CIO
September 28, 2011
Elisabeth Horwitt |
How to Craft a Mobile-Application Strategy More IT organizations are bypassing the desktop when building new applications, especially for external customers. Here's what you need to know to create a strategy for mobile-application development. |
PC Magazine
October 12, 2005
Miller et al. |
Twenty Years of Windows Bill Gates and the Microsoft team reflect on key moments in the company's evolution and discuss plans for the future. |
PC Magazine
October 20, 2010
Sascha Segan |
Microsoft Windows Phone 7 OS Yes, it's version 1.0, and it's missing some features and plenty of apps. But Microsoft's Windows Phone 7 operating system is already a player in the mobile space. |
Financial Advisor
March 2011
Andrew Gluck |
2011 Tech Trends Advisors should notice these six developments over the coming year. |
Registered Rep.
April 22, 2014
Lauren Barack |
The Pared-Down Advisor Advisors are simplifying how they run their business -- and lowering costs -- using stripped down versions of costly applications, mobile devices, apps and the cloud. |
PC World
July 2005
Paul Thurrott |
64-Bit Windows? Wait for Longhorn The new Windows moves many parts of XP to 64 bits, but significant gaps remain. |
PC World
March 2005
Thurrott & Mainelli |
XP Goes to 64 Bits A pre-release version of Microsoft's first 64-bit desktop OS performed well in our tests, and proved surprisingly compatible with 32-bit apps. Includes a look at the 64-bit hardware that is on the horizon. |
CIO
March 1, 2002
Christopher Lindquist |
Collaborate with Anything Instead of selling you a collaborative application, Advanced Reality wants to make your existing apps collaborate... |
Investment Advisor
June 2010
Dan Skiles |
The Technology Coach: Time to Upgrade Your PC's OS? Whether or not to upgrade to a new operating system is a question that businesses have not had to answer for quite some time. |
Financial Planning
December 1, 2009
Joel Bruckenstein |
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. |
Financial Advisor
November 2011
Joel P. Bruckenstein |
Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services. |
CRM
September 2014
Sarah Sluis |
Could Mobile CRM Solve Field Sales' Biggest Problems? Understanding the options could help your organization determine which solution is best. |
CIO
April 14, 2014
Tom Kaneshige |
Microsoft's Office for iPad Shakes Up Mobile Enterprise Microsoft's ubiquitous Office productivity suite's arrival on the iPad late last month means many things. |
Fast Company
Harry McCracken |
Surface 3: Finally, A $499 Device From Microsoft That Makes Sense What is Microsoft's new Surface 3 tablet/PC? That's pretty easy to explain: It's very much like the Surface Pro 3, except with a lower price, a smaller screen, and a few other signs of cost-consciousness. |
Investment Advisor
August 2010
Dan Skiles |
The Technology Coach: Advisors: What Is Your Mobile Technology Strategy? How can your advisory firm leverage mobile devices and smart phones to conduct business and better serve clients? |
Financial Advisor
February 2012
Joel P. Bruckenstein |
An Integrated Cloud Solution External IT wants to be your cloud provider. |
IEEE Spectrum
May 2011
Brian Proffitt |
Open Android--for Better and for Worse Customization is key to Android's popularity - and to some inconsistent user experiences. |
CIO
November 8, 2011
Tom Kaneshige |
Can Windows Play Well on the iPad? Are Windows app developers tweaking their software for the iPad? |
Registered Rep.
December 8, 2011
Jerry Gleeson |
Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features. |
Financial Planning
December 1, 2010
Joel Bruckenstein |
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. |
Fast Company
John Paul Titlow |
Here's How Windows 10 Plans To Hit 1 Billion Devices In 3 Years By making the cross-platform experience seamless for developers and invisible to users, Microsoft is hoping to make the platform more attractive to users. |
The Motley Fool
October 1, 2010
Carl Bagh |
Microsoft Releases Cloud-Based Apps Prior to Windows Phone 7 Launch Microsoft announces that its web-based suite of applications Windows Live Essentials 2011 is now available for download for Windows 7 and Windows Vista. |
IEEE Spectrum
January 2012
Grotta & Grotta |
Preview: Adobe Creative Cloud and Adobe Touch Apps for Android A new product suite for tablets is just the start of Adobe's move from desktops to clouds. |
The Motley Fool
August 26, 2010
Ian McCollister |
Microsoft Aims to Gain Ground With Phone 7 There's a new operating system due out later this year. |
PC Magazine
August 4, 2010
Sascha Segan |
BlackBerry 6 OS RIM's new BlackBerry OS finally gives the platform decent Web and touch-screen capabilities. |
InternetNews
August 27, 2010 |
Microsoft Adds New Features to Office Web Apps Microsoft continues drive into the cloud with the rollout of a spate of new features for the Web-based versions of its popular Office productivity suite. |
Commercial Investment Real Estate
May/Jun 2013
Davide Pio |
Max Mobility A few apps and low-cost subscriptions could free you from your office PC or Mac and allow you to truly work from anywhere there's a Wi-Fi connection or cellphone service. |
The Motley Fool
December 7, 2011
Rick Aristotle Munarriz |
1 More Reason for Apple to Worry Another analyst talks down Apple's holiday prospects in the tablet space, and Microsoft is coming. |
Commercial Investment Real Estate
Nov/Dec 2012
Dennis LaMantia |
2012's Top Technology In September, Commercial Investment Real Estate asked CCIM members to rate their favorite technology, including tablets, smartphones, apps, and social media. |
Information Today
January 7, 2014
Brandi Scardilli |
Five Enterprise Options for BYOD Several companies provide solutions to help keep sensitive data safe when employees access company information from their mobile devices. |
InternetNews
March 31, 2011 |
Windows Phone 7 Tools Downloaded 1.5 Million Times While Microsoft is claiming it has nearly 12 thousand apps for Windows Phone 7 already, it's trying to keep developers focused on writing more. |
InternetNews
December 13, 2010 |
IDC: Mobile Apps Will Be $35B Business By 2014 Market research firm sees big things ahead for mobile application whether they're downloaded to smartphones, tablets or TVs. |
Registered Rep.
February 1, 2013
Megan Leonhardt |
Ten Tips That Could Prevent Cyber Criminals from Hijacking Client Data As tablet ownership continues to grow -- doubling since 2011 -- and more than half of U.S. consumers owning a smartphone, according to a 2013 Forrester Research report, advisors need to be more vigilant about data security now more than ever. |
PC World
September 2004
Paul Thurrott |
Windows XP's Big Fix With Service Pack 2, Windows gets an array of much-needed patches, tweaks, and tools, all rolled into one free download. Here's what's in it for you. |
The Motley Fool
January 30, 2011
Anders Bylund |
Google Shares Some Honeycomb Candy We know everything there is to know about Honeycomb -- except how it'll fare as an iPad killer. |
Financial Advisor
September 2011
Joel P. Bruckenstein |
MS Office In The Clouds Office 365 is still in its infancy, but it could be an attractive option for financial advisory firms of all sizes. |
PC Magazine
June 7, 2011
Peter Pachal |
Mac OS X Lion vs. Windows 8: Who Will Win the Post-PC World? The influence of mobile on Apple and Microsoft's software is clear, but their approaches are different. Whose is better? |
The Motley Fool
October 7, 2010
Carl Bagh |
Intel Developing Tool to Run iPhone Apps on its Atom Chips Intel is in the throes of developing a tool for developers to port Apple's iOS-based applications to other OS-based devices, IDG reported. |
