Due to a change in plans, we’re monitoring FPA Business Solutions 2011 from the Twitter back channel (follow the #BizSol11 hashtag) instead of live blogging from the conference.
Despite this setback, we’re still here to provide a high-value Bits and Bytes offering the best in this week’s stories on financial planning technology. Here they are, in no particular order:
Junxure Announces Cloud Strategy from eReleases.com
(Bill’s note: Junxure in the cloud has been a long time coming, but a 2012 release? We were hoping for something this year…) Junxure announced today its strategy for delivering a Web-based CRM product to meet the needs of financial advisors. Junxure will release its cloud product, which has been several years in development, in 2012.
Hitting the Tech Target at Financial-Planning.com
(Bill’s note: While Bruckenstein highlights technology challenges advisors face today [lack of integration, embracing mobile devices, and committing money to technology purchases], I wish FP’s editors had allowed room in this article for some tangible solutions.) What are some of the major technology challenges advisors are facing today? To upgrade their technology, they need to create a budget for that purpose, figure out how to integrate the software they choose and sign on to the power of the mobile revolution to transform their practice.
Solving the Software Compatibility Puzzle from Registered Rep
These days, in addition to the service that reps come to expect, custodians also offer multi-layered technology platforms that can make the difference between a well-honed office and one that is constantly trying to pick up the pieces. But independents are a fiercely self-sufficient crew, and they often like to cherry-pick their own technology applications. So it’s crucial that all these technology tools talk to each other.
2011 Tech Trends at Financial Advisor
Veteran financial technology writer Andrew Gluck posits on six technology trends for 2011.
Seeing Opportunity In Smart Technologies from the Financial Adviser blog by Dow Jones
Next-generation wealth-management clients are miles ahead of the investment industry in their adoption of smart technologies. Wealth firms will have to catch up, fast, or lose ground to nimbler and savvier rivals.
