This is the final week to prepare our Cultivating Clients in a Connected World presentation for FPA Retreat 2011. We’ve been busy refining slides and notes to deliver a message we feel advisers need to hear about how technology is changing the way they work with clients.
In the meantime, we’ve collected the best technology-oriented articles from around the financial planning community. Here are this week’s stories of interest:
Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android from RIABiz.com
Fidelity announced yesterday that it has released WealthCentral Mobile for the Android platform, making it the first custodian to hit the Android Market with an RIA-centric app
Junxure moving to the cloud amid market pressures from RIABiz.com
Greg Friedman, president of San Rafael, Calif.,-based CRM Software, is announcing that his company’s industry-leading customer relationship management product, Junxure, will have a cloud-based version of its software come January 2012.
Choosing Software That Works for Your Advisory Firm-Part 2: Assess from AdvisorOne.com
The second update in a six-part series by Spenser Segal of ActiFi designed to present best practices to advisors on how to choose, implement and monitor new technology for an advisory firm.
And finally, this week’s blog post at MorningstarAdvisor.com, Create an iPad Icon for Your Website.
