There’s no FPPad On Air broadcast scheduled for today, but be sure to check out the library of content for episodes you may have missed
Here are this week’s stories of interest:
Where to go online for year-end money advice from Reuters.com
[While author Beth Pinsker calls services like Personal Capital and Betterment “upstarts,” I feel they’re gaining significant marketing momentum, especially with recent mentions such as this Reuters article, FastCompany, and even The Economist. Are you ready to compete head-to-head as these upstarts become more mainstream in 2013?] Online calculators can readily tell you much house can you afford, when to retire or how long will it take to pay off debt. But comprehensive investment guidance has been a lot harder to come by with the click of a mouse.
Wingate Wealth Advisors Switches From Worldox to NetDocuments and XLR8 from PRWeb
[While not a huge deal among document management providers, I find the reasoning of this press release from NetDocuments interesting. Worldox does offer a hosted version, Worldox/Web Mobile for $25/user in addition to standard license fees. Then, Worldox can be integrated with Salesforce through a product called Virtuoso from Trumpet, Inc. So why did Wingate feel compelled to abandon Worldox rather than explore options to move it to the cloud and integrate into Salesforce using Virtuoso? It likely came down to cost, I suppose.] Wingate Wealth Advisors announced it has selected NetDocuments and XLR8 as their integrated document, email, and Customer Relationship Management (CRM) platform. “Wingate decided to switch to NetDocuments because of their cloud-based offering and their seamless integration with our CRM system, XLR8, which is built on the Salesforce.com platform,” Mark Greco, the firm’s Chief Operating Officer, stated.
