Things are mostly unpacked (excluding books; why I continue to move these now that I’m 100% paperless is a mystery), the iMac is placed in front of a large window, and it’s actually cooler here in Atlanta than it is in Dallas.
It’s the middle of summer, as indicated by the slow trickle of useful financial planning technology news and information. Here are this week’s stories of interest:
InvestmentNews is running its adviser app, product and software survey this month. Similar to the annual Financial Planning Technology Survey, your responses will help benchmark where you and your peers fall in the technology spectrum in financial services.
Take the software survey at Investment News (login may be required).
FutureAdvisor, another advice site for the mass market from InvestmentNews
[In this short update, Davis Janowski provides a brief review of FutureAdvisor, the online mass-market advisory platform priced at just a few hundred dollars per year for their top plan. Recall that I interviewed FutureAdvisor co-founder Bo Lu at FinovateSpring 2012 (see FutureAdvisor co-founder Bo Lu at FinovateSpring 2012).] FutureAdvisor officially launched in March and its mission is to help the 99% get the most out of their investment portfolios. Its founders are chartered financial analysts and mathematicians, fairly atypical startup types and rather than Silicon Valley, the firm is based in Microsoft’s home turf up in Seattle.
How Financial Advisors Should Use a Customer Portal from Junxure
[So, yeah, Junxure sells a client portal called ClientView Live, so the highlights of this post focus on ClientView Live’s features. Two big features I want in a client portal solution not covered in this post: real-time synchronization of document folders with a client’s desktop/laptop of choice, and mobile device support.] Whether you’re shopping for a customer portal, or already have a customer portal for your firm, here are a few things to keep in mind.
