My first item of note this week is an Operations and Technology Survey currently being hosted by ByAllAccounts. In return for providing your email address and survey responses, you’ll receive an executive summary of the survey results. I think it’s a worthwhile tradeoff.
Click here to take the 5-minute survey.
Now on to this week’s stories of interest:
10 Apps to Keep Your Business Organized from Mashable.com
[He’s a general interest article from tech website Mashable.com with 10 great app suggestions. Kudos to Mobile Assistant for being recommended in tip #9!] We asked a panel of successful young entrepreneurs for the mobile apps that keep them on track in their work and on the go. Here are their favorite suggestions.
Advisors Assistant® Now Offers Integration with Orion Services from i-newswire.com
[Advisors Assistant is a top-five CRM program, according to the 2011 Financial Planning Tech Survey, and is very popular with small firms with revenue under $1 million. With a new integration with Orion, Advisors Assistant users can save clicks when wishing to view portfolio information associated with a client record.] Client Marketing Systems, Inc., parent company of Advisors Assistant®, is pleased to announce a new integration with Orion Advisor Services, LLC, an online service bureau and portfolio management system.
Unlike iCloud, Google’s Rumored Cloud Storage Could Be a Privacy Nightmare from Cult of Mac
[I like this article’s balance between opportunities of Google’s long-awaited file storage service and the potential privacy pitfalls of such a service. Advisers seeking client-friendly file sharing solutions similar to Dropbox and Box will want to take note.] Google could easily amass a good deal of data on users of its expected cloud storage service.
Never mind Tamarac, Envestnet is getting RIAs on board with its own stand-alone software from RIABiz.com
[Envestnet’s purchase of Tamarac, Inc. in February for $54 million certainly boosted the company’s technological capabilities, but they continue to win advisers with its own Vantage offering.] Envestnet took its Silicon Valley- and Trivandrum, India-based technology unit and began to offer it as a standalone service called Envestnet Vantage.
