Tag Archives: Financial Advisor Magazine

Harsh Reviews for One Popular Paperless Office Solution

I try my best to keep up to date on the popular paperless office solutions on the market, particularly on those that are popular in the independent financial services industry. Every once in a while I run across reviews of solutions that are polar opposites of one another.

Here’s one recent example.

December’s Financial Advisor magazine features a write-up of PaperPort Professional v12.0, reviewed by Joel Bruckenstein. In the review he says:

…its ease of use, low cost and robust features make it an attractive option for smaller advisory firms with limited technology and training budgets.

and…

For the price, PaperPort provides a great deal of functionality.

Sounds fairly promising. For $199, advisers can get an entry-level document management and scanning solution that provides some of the basic functionality needed to implement a paperless office. What’s not to like?

Read More…

Sighted: Twitter Whale in Financial Advisor!

I was flipping through the July 2008 issue of Financial Advisor magazine today, and what do I find on page 69?

It’s the Twitter whale!  I wonder if the image was used with permission…

Twitter Whale in FA Mag