Now that August is here, the flow of financial planning technology news has slowed to a trickle. This week you’ll want to stay on top of security developments at Dropbox, but also check out a potential app to manage your multitude of projects.
Here are this week’s stories of interest:
If you missed Wednesday’s story, Dropbox user accounts compromised, new security features to appear, be sure to read it and review what you should do to protect your online accounts, whether or not you use Dropbox.
Salentica Inc. begins pilot phase of testing the Salentica Advisor Desk with Schwab OpenView Gateway from Salentica.com
[Salentica is the overlay provider for Microsoft Dynamics CRM. In this company press release, Salentica announces it is officially in a pilot phase of integrating account data obtained from the Schwab OpenView Gateway™ program.] In May, Salentica entered beta testing where our Client Advisory Panel which included Salentica clients as well as several RIA firms who are using a standard version of Microsoft Dynamics® CRM tested the newly developed functionality and provided us with feedback on the user interface and client experience.
Projectbook is the iPad productivity app for the disorganized from GigaOm
[If you’re searching for a new project management solution, Projectbook may be worth investigating. I often vascillate between managing everything in one CRM or working with multiple, specialized apps to manage tasks, reminders, and workflow. There’s no one right answer, so Projectbook may be a good resource for some of you.] Keeping your personal and professional documents in the cloud so you have access to them everywhere is on it’s way to becoming standard practice: it’s why Google and Apple now have their own cloud storage solution for users. But what if you’re on the fence about committing to the cloud but want an all-in-one mobile app to organize your stuff? Then a small midwestern app company called Theory.io has an iPad app for you.
