Enjoyed the wild ride this week? The market must be captivating everyone’s attention, as there’s been a distinct lull this week of tech-related news worth sharing. And I’m in New Orleans to round out this week strategizing on where FPPad is headed over the next few years. So stay tuned.
Now on to this week’s stories of interest:
Did you send a blast e-mail (or several?) to clients this week? Then you should read my column this month at Morningstar Advisor, Tools to Manage Your E-Mail Newsletter.
Automate & Integrate Arkovi Reports with Evernote, Box.net & more from Arkovi.com
[Arkovi continues to expands its capabilities, a very good sign that they’re proactive in support of new social media platforms.] We are pleased to announce today that Arkovi customers can easily automate the distribution, via email, of their Arkovi archives to any email destination. Most compelling, this includes integration with Evernote, Box.net and Zoho Docs along with any cloud storage platform or digital storage destination that provides an email address for adding files.
Bulletproof Your Practice Using Mobile Dictation from Mobile Assistant
[Corey Westphal, President of Mobile Assistant and a good friend, talks about two important features advisers should seek in their dictation solution.] Increased client documentation combined with time savings is hard for most advisors to imagine, but mobile dictation accomplishes both.
Legal analysis: The chances that Wealthcare beats UBS or upends the financial planning community at RIABiz.com
[You use financial planning software. Say MoneyGuidePro. Well then you need to read Ron Rhoades’ contribution regarding Wealthcare vs. UBS at RIABiz] Wealthcare Capital Management (i.e. Financeware, Inc.) alleges that UBS, by providing “financial advice and reports” to clients “utilizing computerized financial advising software and systems, including, for example, MoneyGuidePro” has infringed two patents.
