Uncategorized Archives

Fujitsu ScanSnap S1500 compatibility with Mac OS X Sierra, Catalina, and Monterey

Posted on September 26, 2023 by Bill Winterberg in Uncategorized

ScanSnap Manager V7 makes older ScanSnap hardware like my S1500 compatible with 64-bit Mac OS operating systems

Back in 2016, I updated one of my posts about the Fujitsu ScanSnap S1500 compatibility with Mac OS X Mavericks so that my workhorse of a scanner can still be used with modern software without having to decommission the scanner and purchase a new one.

I hesitated updating Mac OS X beyond High Sierra on my desktop machine strictly to maintain functionality of my ScanSnap S1500.

ScanSnap Manager V7

With the recent release of ScanSnap Manager V7, Fujitsu now offers 64-bit software compatible with the latest versions of Mac OS X, including Sierra, Catalina, and Monterey.

Follow the link below to Fujitsu’s ScanSnap Manager V7 Download page and select the links for the model of your scanner:

https://www.pfu.ricoh.com/global/scanners/scansnap/ssmanagerv7/

If you prefer to link directly to the .dmg file from Fujitsu’s website for the ScanSnap S1500, here it is (706 MB):

https://origin.pfultd.com/downloads/ss/ssinst/ww/MacSSInst2WW.dmg

How TD Ameritrade Institutional continues to woo advisers with Veo One®, Alexa skills, and more

Posted on February 12, 2019 by Bill Winterberg in Uncategorized

Click here to watch this video on YouTube

2019 TD Ameritrade Institutional National LINC coverage sponsored by Envestnet | Tamarac Sign up for a demo at http://www.fppad.com/tamarac

I connected with technology executives from TD Ameritrade Institutional at the 2019 National LINC conference to get all the updates on how TD Ameritrade Institutional is pushing the envelope on Veo One, technology innovation, and enhancing the client experience.

Innovation and AdvisorClient Updates

First up is Jon Patullo, Managing Director, Technology Product Management for TD Ameritrade Institutional to discuss Innovation Alley, new TD Ameritrade Institutional skills for Alexa, and updates to the AdvisorClient user experience.

Growth of Veo Open Access

Then I met with Marcel Tsai, Senior Product Manager, Technology Solutions for TD Ameritrade Institutional to discuss the latest statistics of the Veo Open Access solution provider network and identify the vendors that are integrated with Veo One.

Veo One® Enhancements and Innovation Quest

Finally I met with Chris Valleley, Director of Technology Solutions for TD Ameritrade Institutional to discuss the functionality present in Veo One for financial advisers and highlight the new Innovation Quest competition being introduced at the 2019 National LINC conference.

LifeYield Demo: How to achieve tax-efficient investing with the Taxficient Score®

Posted on February 1, 2019 by Bill Winterberg in Uncategorized

Get your special pricing at http://fppad.com/lifeyield

Promotional consideration for this demo was provided by LifeYield. See all disclosures at fppad.com/disclaimer

Most financial advisors help clients determine an appropriate asset allocation. With LifeYield, financial professionals can now also optimize their asset location.

LifeYield’s Proposal Advantage measures the efficiency of a client’s asset location by using the Taxficient Score®. The higher the score, the more tax-efficient a portfolio is.

Tax-efficiency is improved by placing assets with high tax rates in tax-advantaged accounts and those with low tax rates in taxable accounts. This minimizes a client’s taxes and maximizes after-tax returns.

4:16 LifeYield Dashboard Features
5:56 LifeYield Sample Scenario
9:06 How to illustrate Social Security “break-even” strategies
10:47 How to estimate “Income Gap” capital requirements
16:26 Proposal Advantage and the LifeYield Taxficient Score®
19:35 How to generate a quick proposal for clients
24:33 Client Portfolio View in LifeYield
26:07 Is it possible to get a Taxficient Score of 100?
27:22 How to configure “equivalent groups” in LifeYield
31:20 Detail of the Taxficient Score Analysis
34:27 How the Taxficient Score can facilitate an advisor’s value proposition
39:02 View the detailed Taxficient Score report
40:59 How to see which activities impact the Taxficient Score, and by how much
46:05 A preview of what’s coming soon in LifeYield

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