Recent travel and a nasty cold this week prevented me from setting aside time for regular updates to FPPad. I just returned from giving a presentation in Phoenix, got sick, and want to get better before I head to San Francisco on Monday for Finovate Spring 2012.
I still need to unpack my bag from Wednesday and repack it for Monday, but you are free to proceed with this week’s stories of interest:
SigFig offers to tune up your investment portfolio from GigaOM.com
[Over the past few months I’ve highlighted new platforms like Personal Capital aiming to reach investors directly through simple websites and mobile apps. SigFig is another one to watch that officially launched earlier this week.] SigFig, a product born from portfolio tracker Wikinvest, is finally launching formally Tuesday, offering to make understanding investments easy. The free service, which has been in beta, allows users to sync all their investments and monitor them in real-time from one dashboard with extensive analysis conducted in the background to help find where users can save money.
Why Betterment, Wealthfront, and Other Online Investment Firms are Wrong about Financial Advisors from Forbes.com
[For more on the “robo adviser” trend, here’s an op-ed piece from Brightscope’s Mike Alfred in Forbes. My take: clients of the future will still want to engage and interact with human being advisers, only they want their advisers to be proficient in technology and support virtual engagement, both online and on mobile devices.] In a recent blogpost, Betterment made the broad-sweeping claim that Financial Advisors are Bad for Your Health. To make their position clear, they included an unfortunate image of a human face on the body of a pig. It didn’t take long for the Reformed Broker Josh Brown to draw the conclusion that Betterment thinks Financial Advisors are Pigs.
Redtail Technology Launches Integration with NetDocuments from PRWeb.com
[So Redtail CRM already has a document storage system called Imaging, but it lacks a number of components found in a true document management system. Redtail could either update Imaging to include new features, or it can support an integration with a third party document management provider. Alas, it appears Redtail’s strategy is to pursue the latter.] NetDocuments, a leading cloud content management service provider, announced a new integration today with Redtail Technology’s innovative web-based Client Relationship Management (CRM) solution for Financial Advisors.
