We’re attending the 2011 FPA DFW Financial Planning Symposium today (our second of four conferences this month!) and will be live tweeting updates using the #FPADFW hashtag.
In the meantime, below are this week’s best stories in financial planning technology.
Read this month’s column for Morningstar Advisor, A Popular CRM Gets an Upgrade
Over the last 12 months, Redtail product developers and engineers have been working hard to prepare a new version of its CRM, code-named Project Leapfrog, scheduled for official release in January 2012. In this month’s column, Bill explores the new features and design of Project Leapfrog and how they improve this already-popular CRM.
Cabinet NG First to Offer Scheduling, Workflow and Document Management in One Package from MarketWire.com
Cabinet NG, provider of document management and workflow management software, today announced the latest version of CNG-SAFE 7.0. The new version aligns document and contact management through its breakthrough scheduling capability making it an industry first with scheduling, workflow and document management in one core package.
Cambridge, Commonwealth vault advisors into social media; the boost is mostly free, for now from RIABiz.com
Sensing the urgency for advisors to have access to social media, Cambridge Investment Research and Commonwealth Financial Network have begun offering their advisors coaching and technology services to help them use social web sites.
Choosing Software That Works for Your Advisory Firm-Part 5: How to Implement New Technology from AdvisorOne.com
The fifth 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.
Actiance Selected by Smarsh as Social Media Compliance Partner from Reuters.com
Actiance, enablers of the safe and compliant use of unified communications, collaboration and Web 2.0, today announced that Smarsh, the managed service leader in secure and reliable email archiving and compliance solutions, has expanded its agreement with Actiance to include the Socialite platform.
