With a hat tip to Doug Cornelius and his Compliance Building blog, we want to provide a short summary of interesting stories (mostly) in the financial planning technology arena, but the links don’t necessarily warrant a post on their own.
We hope Bits and Bytes will become a regular fixture on FPPad. If you find the information useful, or you’re tired of this kind of junk in your RSS reader and/or inbox, please leave a comment or contact me.
So here are this week’s stories of interest:
Gmail Priority Inbox Finds & Sorts Important Messages Automatically from Lifehacker.com
Google’s new Priority Inbox feature not only sorts your inbox, but it also figures out what’s important based on what messages you reply to and read.
LIMRA And Smarsh Join Forces to Provide Members Email, Text And IM Archiving from BusinessWire.com
Smarsh®, the managed service leader in innovative, secure and reliable email archiving and compliance solutions, and LIMRA, which provides research, consulting, and other services to insurance and financial services companies worldwide, today announced a strategic partnership. The companies will work together to help LIMRA member firms meet their electronic message archiving and compliance needs.
Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch from RIABiz.com
After getting off to a slow start in the market, Fidelity Institutional Wealth Services’ technology platform is beginning to catch on with advisory firms.
Introducing the free Fidelity Mobile App for iPad(TM) from Fidelity.com
Fidelity Mobile – our mobile platform to your iPhone®, BlackBerry®, web-enabled phone or other PDA – keeps you in the market and in full control of your trading day. Now available for iPad(TM).
Legent Clearing Selects Black Diamond as Portfolio Management and Performance Reporting Platform from PRNewswire.com
Black Diamond Performance Reporting™ and Legent Clearing announced today a joint program to provide Black Diamond’s industry leading, web-based portfolio management and reporting platform to Legent’s growing list of institutional and retail brokerage firms.
