Tag Archives: app

FPPad Bits and Bytes for November 30

Remember, today’s FPPad On Air broadcast is at 4:15pm ET when I’ll connect with Right Size Solutions founder Wes Stillman to talk costs of moving to the cloud, how to protect data in the cloud, and how the latest products from Apple and Microsoft will change the financial planner’s office. Visit my Google+ profile after 4pm ET for the On Air link.

Here are this week’s stories of interest:

LPL Introduces eSignature to Advisor Tech Platform from Financial-Planning.com

[Schwab touted its pending rollout of eSignature tech to its advisers at this month’s IMPACT conference, but then sheepishly admitted advisers won’t receive it until late 2013. Clearly beating Schwab in its go-to-market strategy, LPL announced the introduction of DocuSign to all of its 12,000+ affiliated reps on Tuesday. Schwab teed this one up for LPL and the rest of their competition.] To streamline document processing, LPL Financial has introduced DocuSign’s eSignature solution for all of its advisors. The San Diego-based company said that it expects that the new technology, introduced Tuesday, will increase efficiency, reduce paperwork and improve both the client and advisor experience when signing and submitting forms to LPL.

Personal Capital Launches Android App from PRNewswire

[First came the iPad app, then iPhone, and now one of the leading online RIA firms by registered users is expanding its mobile compatibility to Android phones. So why don’t you have your own app already?] Personal Capital’s breakthrough financial service – named “one of the most important online banking innovations of all time” – is now available for free on the Android Marketplace to the 50 million US users of Android phones.

Why doesn’t your firm have an app yet?

You are no stranger to the rise of mobile apps.

Cabinet has a new app for document management. Schwab updated their app for the iPad. Redtail has an app for their CRM.

Isn’t it about time you developed a mobile app for your firm?

Unfortunately, you don’t have the skills or budget to take on custom mobile app development.

As an alternative, you have several new choices among vendors who can get your firm on the mobile app trend.

Read this month’s Morningstar Advisor column, Stake Your Claim in the App Store to find out how you can make a positive impression with clients and prospects with your own branded mobile app.