On today’s broadcast, learn about new updates from eMoney Advisor and Redtail CRM, plus, learn what four technology experts are saying about trends you need to watch in 2015.
So get ready, FPPad Bits and Bytes begins now.
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Here are the links to this week’s top stories:
Tech Review: eMoney’s Next Generation from Financial Planning, and
Work smarter with Redtail CRM from Redtail Technology
[Now this week’s news you need to know comes from two popular software providers in the advisor technology marketplace. First up is eMoney Advisor which announced the release of emX back in mid-December.
emX is a radical and refreshing redesign of the original 360 and 360 Pro products from eMoney, and includes new features like mobile-friendly access for advisors, co-browsing and presentation modes, and deep integrations with many of the industry’s other leading technology providers.
One of those integrations is with Redtail Technology, which is the source of the second update you need to know. This week, Redtail officially rolled out the third iteration of its CRM software dubbed Project Tailwag. Just like eMoney emX, Redtail’s Project Tailwag modernizes the look and feel of the CRM, adds mobile-responsive design, and includes feature enhancements to notes, activities, and contact information in response to advisor feedback.]
Advisers + Technology: Better than Either Alone? from the Journal of Financial Planning
[Rounding out news you need to know this week is a panel discussion moderated by Michael Kitces for the January edition of the Journal of Financial Planning. Industry authorities Joel Bruckenstein, Steve Lockshin, Hardeep Walia, and yours truly tackled tough questions from Michael on the technology trends you need to put on your radar right now.] Leading tech experts Joel Bruckenstein and Bill Winterberg, along with the heads of two prominent platforms, Hardeep Walia of Motif Investing, and Steve Lockshin of Betterment Institutional, discuss how technology can create better advisers.
Watch FPPad Bits and Bytes for January 16, 2015
