We were on the road for the first half of this week attending Laserfiche Empower 2011 in Los Angeles. While we took extensive notes over the 2 1/2 day event, we haven’t had the time to review and summarize them for posting (or post anything else for that matter!).
So check back in a week or two for our thoughts on Laserfiche’s potential to increase its presence in financial services.
Meanwhile, here are this week’s stories of interest:
Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors from RIABiz
In the next few months, Fidelity Investments and TD Ameritrade Holding Corp. will launch mobile apps for advisors that deliver functionality from their respective technology platforms, WealthCentral and Veo, according to the companies.
Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients from RIABiz
Tech Enables Convenient Client Connections, my January column at Morningstar Advisor
Growing advisory firms need easy tools they can use to collaborate with busy clients in real time when an in-person meeting is not possible or practical. Here are four screen-sharing tools that advisors should consider adding to their technology toolkit to enhance client service.
