Bits and Bytes is taking a break for the Thanksgiving holiday next week, so be sure to return on December 3 for a second helping of the best technology-related articles in financial planning and wealth management.
Here are this week’s stories of interest:
MarketCounsel and Arkovi Announce Partnership at Arkovi.com
MarketCounsel, a leading provider of comprehensive business and regulatory consulting services to independent registered investment advisers (RIAs), today announced a partnership with BMRW & Associates, the developer of Arkovi, a leading social media archiving and monitoring tool, to deliver comprehensive social media compliance and archiving solutions exclusively designed for the securities industry through MarketCounsel’s scalable, enterprise-class messaging solution, MailBanc.
A Clean Path at Financial Advisor Magazine
If you have a sophisticated RIA firm accustomed to a high-end Web package, Portfolio Pathway will not interest you quite yet, but many advisors will find the combination of functionality and value appealing.
Editing your Google Docs on the go at Google Mobile Blog
With Google Docs, we’re always trying to make you more productive—and part of that means making it possible for you to get things done from anywhere, at anytime. That’s why we’re excited that the new documents editor now supports editing on your mobile browser.
IPS AdvisorPro®: Asset Allocation Ranges and Much More at IPSAdvisorPro.com
IPS AdvisorPro® users are now able to identify their portfolio allocation parameters in a variety of ways, rather than being limited to specifying a specific percentage for each asset class. The enhancement will provide important flexibility to users so they can now specify high and low allowable portfolio allocation percentages for each asset class—for example, small cap U.S. stocks might range from 5% of the portfolio to 35%.
And finally, our post on What iOS 4.2 for iPad Will Mean for Financial Advisers
Advisers are cautiously adopting the Apple iPad in their practices. Several enhancements in the device’s latest operating system due out soon should diminish their concerns over security and usability.
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[…] we can make to SunGard’s offering is the recent partnership between MarketCounsel and Arkovi featured in our Bits & Bytes post for November 19, 2010. Arkovi’s Enterprise package, starting at $99/month, offers message surveillance prior to […]