Winter break is well underway at FPPad, but we’re taking a few minutes to compile a list of the top 10 posts of 2010 according to Google Analytics.
Here are the top posts of 2010:
The iPad for Financial Advisers and Wealth Managers
By far the most popular post of 2010, advisers are looking for ways to incorporate tablet technology into their practice to be more efficient, embrace a paperless environment, and deliver an exceptional service experience to clients.
Document Editing on the iPad Remains Convoluted Despite SugarSync’s Update
The iPad dominates the top posts of 2010, and this post highlights some of the challenges Apple’s closed environment on the iPad creates for managing documents on the device.
What iOS 4.2 for iPad Will Mean for Financial Advisers
One complaint of the iPad at its release was that it did not multitask. With the release of iOS 4.2, iPad now multitasks apps and also significantly enhances security and encryption for the platform.
Advisers and registered reps are cautious when considering the risks and benefits of social media. Will I get in trouble by tweeting? Here FINRA released guidance on the use of social media services and what reps must do in order to use these web sites while complying with regulatory requirements.
Junxure, Salesforce, Microsoft Dynamics Are The First Schwab Intelligent Integration Partners
Schwab’s Project C initiative to better connect financial adviser technology evolved into its Intelligent Integration initiative. The company announced its first II partners at Schwab IMPACT 2010.
Concenter Services Purchases Moulton Strategic Partners, XLR8 Overlay to Salesforce
News had been very sparse about XLR8 and their overlay to Salesforce for wealth managers. In the middle of 2010, Concenter announced its purchase of XLR8 and is poised to revamp its marketing to the adviser community in 2011.
Schwab Rolls Out First Phase of PortfolioCenter 5.0 Updates
Advisers are constantly squeezing the most they can out of existing technology, and portfolio management and reporting software is no exception. Schwab stepped up its PortfolioCenter offering with improved performance reporting via 5.0 updates.
Virgin Mobile’s MiFi Goes Unlimited
Advisers traveling away from the office do not need to be disconnected or captive to free WiFi hotspots. Now they have the option to use secure, unlimited monthly wireless service through Virgin Mobile’s MiFi hotspot device for an affordable price.
Increase Revenue and Client Service by Aggregating Held-Away Assets
Adding revenue without significantly adding overhead was a common theme in adviser technology in 2010. One way to do this is by adopting account aggregation for held-away assets that have historically been monitored manually by back-office staff.
Pershing to Introduce NetX360™ for iPad™
Wrapping up 2010’s best posts is one last item on the iPad. Here, Pershing demonstrates their early adoption tendencies by publising an app specifically for the iPad. As of early December, the NetX360 app was available for download from the App Store.
We hope you enjoy the recap of 2010’s best posts and continue to visit FPPad throughout 2011 for some of the best insights on adviser technology. You can subscribe to FPPad updates to make sure you don’t miss a thing.
