Illness has infiltrated FPPad headquarters, preventing us from doing much of anything work-related. Nevertheless, we still gathered some of the best technology-related stories for advisors from around the Internet for you in one, consolidated post.
Here are this week’s stories of interest:
2010’s Best Tech for Advisors at MorningstarAdvisor.com
In an annual tradition at Morningstar Advisor, December’s column reviews the best technology of the past year for financial advisors and recognizes three truly exceptional products or services.
Laserfiche Announces Salesforce.com Integration for Financial Advisors at Laserfiche.com
Laserfiche today announced the availability of a prepackaged integration with salesforce.com designed specifically for Registered Investment Advisors (RIAs). By integrating Laserfiche enterprise content management (ECM) with their CRM systems, RIAs improve client service, enhance employee efficiency and facilitate compliance.
Socialware Named as Top Tech Company to Watch from Marketwire.com
Socialware, the leader in social media compliance, today announced it has been selected by Bank Technology News as one of the Top Ten Technology Companies to Watch. The company was recognized for its technology, which is helping more than 55 financial brands engage in social media through its Socialware Compass solution, which allows companies to tailor and enforce their social media policy, moderate employee posts and tweets, and archive social data, enabling compliant, secure social media usage.
Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst’s report from RIABiz.com
Advent Software is losing its leading position in portfolio management systems in large part because of its strategy of milking an old, cash cow product just as a growing number of competitors pump out web-based solutions that more readily integrate with complementary applications, make conversions and upgrades easier and often cost less, according to a report by a small investment company owned by a former hedge fund analyst.
