We’re taking today off (psst: it’s Bill’s birthday!), but before we go, here are this week’s stories of interest in financial planning technology:
Navigating the CRM labyrinth from InvesetmentNews.com
It’s obvious from my recent conversations with advisers that customer relationship management software still causes plenty of confusion.
Socialware Secures $3 Million in Funding at Marketwire.com
Socialware, the leader in social media compliance and engagement, today announced that it has secured $3 million in additional funding from existing investors, including FLOODGATE, G-51 Capital and Silverton Partners.
Fidelity® Unveils New Technology Strategy to Meet Rapidly Evolving Needs of Advisors and Investors at Fidelity.com
National Financial®, a Fidelity Investments® company and the nation’s 2nd largest provider of clearing services to broker-dealers1, today unveiled a comprehensive new technology strategy that will focus on making significantly larger investments in key areas its broker-dealer clients have indicated would best support their overall growth and efficiency objectives.
And Bill’s column Hop on the Mobile Bandwagon at MorningstarAdvisor.com
Orion’s MobileAdvisor provides another reason to embrace mobile computing.
Trackbacks/Pingbacks
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