Welcome to September!
Here are this week’s stories of interest:
Advisors Fed Up with Mediocre Financial Planning Technology from Financial-Planning.com
[I’m awaiting a copy of Tiburon’s survey to determine their methodology. If they asked a bunch of broker-dealer reps, then yes, survey respondents are going to be largely dissatisfied with technology. But for independent RIAs? Choices today are much more plentiful than ever, with ever-expanding APIs (see: TD Ameritrade Institutional’s Veo® Open Access to enhance trading, fee billing, and client on-boarding processes) and new integration “middleware” (see: Welcome To The Hub).] According to a survey by Tiburon Strategic Advisors, almost all the planners called the current technology offerings merely acceptable or downright unsatisfactory.
Grendel Online iPhone and iPad App Now Available from Grendel Online
[I covered Grendel Online back in January for Morningstar Advisor (see: One Capable CRM Flying Under Most Advisors’ Radar). Back then, CEO Aaron Guidotti showed me a beta version of the Grendel Online app for Android. Now, the CRM has an app for iPhone and iPad in the App Store.] View Grendel Online Mobile in the Apple App Store.
