FPPad Bits and Bytes for April 19

I started a six-week stint of travel across six cities, including several presentations at upcoming conferences.

See my speaking page for my upcoming conference appearances to see if you’re attending one of the events. Please stop by and say hello!

Here are this week’s stories of interest:

Pershing Integrates Redtail Technology to Simplify Client Onboarding for Advisors from Pershing.com

[Pershing is not one to flaunt news of new integrations, so here’s a rare example of the company taking a bit more public stance on new partnerships. Here, Pershing now integrates with adviser-favorite CRM Redtail, particularly to push contact information in CRM to Pershing forms. This is useful when prospects are tracked in Redtail, then after some time, are converted to clients. Instead of manually filling in account forms, or using a third-party service like LaserApp, Redtail can now push data directly to NetX360. The fewer points of failure in technology systems, the better!] Pershing LLC, a BNY Mellon company, today announced a significant innovation in its industry-leading NetX360 platform through its relationship with Redtail Technology, a provider of web-based Client Relationship Management (CRM) solutions. Pershing’s integration of Redtail’s solution into NetX360 is designed to help advisors onboard clients more quickly, easily and efficiently.

Comply or die: NRS upgrades ‘manual’ to the 21st century from InvestmentNews.com

[The days are over of maintaining a compliance manual printed out in a three-ring binder sitting on the COO’s bookshelf. Today’s modern office demands more flexible systems, including a higher-tech compliance manual. It’s surprising that it’s taken until 2013 to achieve this, but hey, compliance isn’t exactly cutting edge.] Simply put, Policy Architect is meant to help both registered investment advisers and those affiliated with a broker-dealer stay compliant by allowing for more frequent updating of a firm’s compliance manuals (it helps, of course, if you keep yours digital as opposed to cutting down trees for a binder).

Mobile Assistant Launches iPhone App, “TALK IT” from PRNewswire.com

[Have bad cell coverage, but still need to dictate meeting notes from the road? Now Mobile Assistant has an iPhone app to facilitate this process. It’s not the first dictation service to support a mobile app (CopyTalk did it several months ago, starting this arms race), but definitely is a useful feature to all of the Mobile Assistant users who ever experienced a dropped call or two in the middle of dictations.] Mobile Assistant, the professional quality voice-to-text dictation service for the financial, insurance and sales industries, announces the release of its iPhone Application, TALK IT, this week. Mobile Assistant’s TALK IT is a high quality transcription service and an alternative to inaccurate automated voice-to-text solutions on the market, appealing to financial advisors and insurance agents as an easy way to accurately and securely document client meeting notes.


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