Tag Archives: Arkovi

SunGard Enhances Protegent with Social Media Surveillance

Posted on February 8, 2011 by in Compliance

There’s yet another player in the social media archiving and surveillance space.

Yesterday, SunGard, the mammoth software and technology provider to the financial services industry, announced that it added Social Media Surveillance to its Protegent compliance supervision and surveillance tool.

Click here to read the press release on SunGard’s website.

Here’s a clip from the release:

Protegent Social Media Surveillance is the result of a partnership between SunGard and SiteQuest Technologies Inc., a leading provider of social media Web archiving tools. The new solution leverages SiteQuest Technologies’ Web consumption technology and SunGard’s Protegent comprehensive compliance rules library to automate monitoring of social networking activity.

SiteQuest has not come across our radar for social medial archiving, so this is a new vendor for us in this space.

The closest comparison we can make to SunGard’s offering is the recent partnership between MarketCounsel and Arkovi featured in our Bits & Bytes post for November 19, 2010. Arkovi’s Enterprise package, starting at $99/month, offers message surveillance prior to public posting on Facebook, LinkedIn, and Twitter.

We don’t yet know where Protegent falls in the pricing spectrum, but when we find out we’ll be sure to update our resource information as appropriate.

MarketeRIA® Offers Advisors Social Media and Web Marketing Solution

Posted on January 6, 2011 by in Compliance, Practice Management

TripleStop, LLC, a marketing agency servicing the financial advisor industry, recently released a social media and web marketing solution called MarketeRIA®.

MarketeRIA came across my radar due to their partnership with Arkovi, a social media backup and archive provider previously mentioned on FPPad. Within the MarketeRIA platform, advisors using social media to build their online presence can comply with regulatory requirements using the built-in service from Arkovi.

The easiest way to learn more about marketeRIA is to watch their sub 2-minute video on YouTube, embedded below for your convenience.

So who is TripleStop? Here’s their summary listed on their website:

We’re a marketing agency that excels at helping businesses drive their reputations, relationships, and revenues online. Our industry focus is financial/wealth advisory and investment management, where we have years of client-side experience.

FPPad Bits and Bytes for December 10

Posted on December 10, 2010 by in Bits & Bytes

Illness has infiltrated FPPad headquarters, preventing us from doing much of anything work-related. Nevertheless, we still gathered some of the best technology-related stories for advisors from around the Internet for you in one, consolidated post.

Here are this week’s stories of interest:

2010’s Best Tech for Advisors at MorningstarAdvisor.com

In an annual tradition at Morningstar Advisor, December’s column reviews the best technology of the past year for financial advisors and recognizes three truly exceptional products or services.

Laserfiche Announces Salesforce.com Integration for Financial Advisors at Laserfiche.com

Laserfiche today announced the availability of a prepackaged integration with salesforce.com designed specifically for Registered Investment Advisors (RIAs). By integrating Laserfiche enterprise content management (ECM) with their CRM systems, RIAs improve client service, enhance employee efficiency and facilitate compliance.

Socialware Named as Top Tech Company to Watch from Marketwire.com

Socialware, the leader in social media compliance, today announced it has been selected by Bank Technology News as one of the Top Ten Technology Companies to Watch. The company was recognized for its technology, which is helping more than 55 financial brands engage in social media through its Socialware Compass solution, which allows companies to tailor and enforce their social media policy, moderate employee posts and tweets, and archive social data, enabling compliant, secure social media usage.

Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst’s report from RIABiz.com

Advent Software is losing its leading position in portfolio management systems in large part because of its strategy of milking an old, cash cow product just as a growing number of competitors pump out web-based solutions that more readily integrate with complementary applications, make conversions and upgrades easier and often cost less, according to a report by a small investment company owned by a former hedge fund analyst.

FPPad Bits and Bytes for November 19

Posted on November 19, 2010 by in Bits & Bytes

Bits and Bytes is taking a break for the Thanksgiving holiday next week, so be sure to return on December 3 for a second helping of the best technology-related articles in financial planning and wealth management.

Here are this week’s stories of interest:

MarketCounsel and Arkovi Announce Partnership at Arkovi.com

MarketCounsel, a leading provider of comprehensive business and regulatory consulting services to independent registered investment advisers (RIAs), today announced a partnership with BMRW & Associates, the developer of Arkovi, a leading social media archiving and monitoring tool, to deliver comprehensive social media compliance and archiving solutions exclusively designed for the securities industry through MarketCounsel’s scalable, enterprise-class messaging solution, MailBanc.

A Clean Path at Financial Advisor Magazine

If you have a sophisticated RIA firm accustomed to a high-end Web package, Portfolio Pathway will not interest you quite yet, but many advisors will find the combination of functionality and value appealing.

Editing your Google Docs on the go at Google Mobile Blog

With Google Docs, we’re always trying to make you more productive—and part of that means making it possible for you to get things done from anywhere, at anytime. That’s why we’re excited that the new documents editor now supports editing on your mobile browser.

IPS AdvisorPro®: Asset Allocation Ranges and Much More at IPSAdvisorPro.com

IPS AdvisorPro® users are now able to identify their portfolio allocation parameters in a variety of ways, rather than being limited to specifying a specific percentage for each asset class. The enhancement will provide important flexibility to users so they can now specify high and low allowable portfolio allocation percentages for each asset class—for example, small cap U.S. stocks might range from 5% of the portfolio to 35%.

And finally, our post on What iOS 4.2 for iPad Will Mean for Financial Advisers

Advisers are cautiously adopting the Apple iPad in their practices. Several enhancements in the device’s latest operating system due out soon should diminish their concerns over security and usability.

Socialware Launches Social Media Archive Service, Rebrands Website

Posted on March 23, 2010 by in Compliance, Technology

I’ve made several mentions on FPPad about Socialware, an emerging provider of social media archive and policy enforcement tools, but I’ve yet to include a full feature of their services.

Today, Socialware announced several new initiatives to better serve the market of individuals and small and medium businesses (SMBs). The full announcement can be viewed on the Socialware blog.

What do these changes mean to advisers?

Read More…

Email Archiver LiveOffice Jumps Into Social Media Archiving Market

Posted on March 3, 2010 by in Compliance

In a press release yesterday, LiveOffice, an email archiving and compliance provider to financial advisors, announced the release of its LiveOffice Social Archive service.

According to the LiveOffice press release, Social Archive is:

the first social media archiving solution to capture and retain content from any public website, including popular social networks, such as LinkedIn and Facebook, as well as blogs.

Now I debate the statement that Social Archive is the first archiving solution (I’ve tweeted and blogged before about Arkovi Backups, Smarsh, SocialWare, and several others). Nevertheless, LiveOffice joins a short list of providers aimed at providing compliance solutions to registered representatives and independent RIAs who want to use social media websites.

Read the entire press release by clicking here.