FPPad Bits and Bytes for August 9

I spent all day Thursday traveling out and back to Minnesota, but I still managed to find time to write and produce this week’s episode of Bits and Bytes (click to watch on YouTube).

First, a word from this week’s sponsor. Without their support, Bits and Bytes wouldn’t be possible!

Today’s Bits and Bytes is brought to you by the 2013 T3 Enterprise Conference, exclusively designed for the technology needs of broker-dealers and financial enterprises. Mark your calendar for November 3rd through 5th in Chicago, and register today at www.t3enterpriseconference.com

Here are this week’s stories of interest:

Find your lost phone with Android Device Manager from the Android official blog

[This week’s lead story is for all of you Android users out there. Now there’s one less reason to be jealous of your fellow iPhone owners. Late last week, Google announced that it will be introducing an app called Android Device Manager later this month for all users of Android version 2.2 and higher, which pretty much means 98% of all the Android devices on the market. Now iPhone and iPad users have been able to track, lock, and even remotely wipe the contents of their devices since 2010 using Apple’s Find My iPhone app, and Windows phone and Blackberry users have also had remote device management apps of their own for some time. Finally, this long-overdue app from Google will especially be useful for those of you using Android devices, because you can now have better remote administration of lost or stolen devices that may contain personal or client information.] Have you ever lost your phone in between the couch cushions or forgot it in a restaurant? Or maybe searching for your phone before you rush out the door is part of your morning routine? Later this month, the new Android Device Manager can help you out. It’s one of a few simple features you can use to keep your device—and the data you store inside—safe and secure.

Mobile Portfolio Management Gets Easier from Morningstar.com

[Speaking of mobile devices, huge numbers of financial advisers are using mobile devices to stay connected and get work done while on the road. But one of the areas with significant room for improvement is the use of mobile devices to check client portfolios, especially for clients with accounts at multiple custodians. All of the major custodians have mobile apps you can use to check on client accounts, but those only work for clients who hold all their assets with one institution. Fortunately, third party portfolio management software providers have their own apps advisors can use to review all of their clients’ holdings, regardless of where they are held. Two and a half years ago, Orion Advisor Services was one of the first to debut a mobile app for advisors, and just last month they updated their app with a cleaner, sleeker version advisers should find more user friendly. And another provider to watch is AssetBook, which launched its own app for advisors, also about a month ago. Details of what you’ll find in each mobile app are in this month’s column for Morningstar Advisor.] One of the first mobile portfolio management apps for advisors gets an update, while an under-the-“radar” provider debuts its own native app.

Laserfiche Announces Integration with DocuSign eSignature Platform from MarketWire.com

[Now for some news in the document management arena. It’s pretty to easy to scan paper documents or save PDF files to a document management system, but applying client signatures to those documents has always been a challenge. Often the easiest thing to do is to just print out a document, have a client sign it, and then rescan it back into the system. It gets the job done, but it’s not really efficient, and that means it costs you money. Fortunately, Laserfiche, the enterprise content management provider, announced this week that their solution now integrates with DocuSign, one of the leading electronic signature providers. And remember, custodians such as TD Ameritrade Institutional, Fidelity Institutional Wealth Services, and Pershing, as well as broker-dealers like Cambridge and LPL accept documents signed using DocuSign, with just a few exceptions. So this development is welcome news for all advisors seeking a true end-to-end paperless solution for processing client forms that require signatures.] Laserfiche today announced an integration with DocuSign, The Global Standard for eSignature®, to further enhance the value of the company’s industry-leading enterprise content management (ECM) solution with secure electronic signature.

Six tech tools that help you improve your writing output here at FPPad.com

[Wrapping up this week’s update is an article from Susan Weiner on six technology tools you can use to boost your writing output. Susan is the author of a brand new book titled Financial Blogging: How to Write Powerful Posts That Attract Clients, and this week she shared her best technology tips on FPPad for all of you looking to build your online profile with effective blog posts.] Writing is a cerebral art, but sometimes technology helps. I’ve found six tools that can boost the quality and productivity of your writing. They play the roles of idea generator, disciplinarian, transcriptionist, enforcer, and mistake revealer.

And if you want to read the best material in financial planning knowledge and information over the weekend, click or tap the button below to head over to Michael Kitces’ Nerd’s Eye View blog and see the latest in Weekend Reading.

Click to view Weekend Reading at Kitces.com


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