iPad Archives - Page 3 of 7

FPPad Bits and Bytes for April 13

Posted on April 13, 2012 by Bill Winterberg in Bits & Bytes

Wednesday’s post on client spoofing received tremendous response from readers and subscribers. Many of you shared your own stories of attempted client spoofing that was eventually detected, and several asked about practices that can be employed to increase the recognition of spoofing without overburdening back office staff and clients. I’m working on several follow up posts to break down examples and provide more information and resources advisers can use to be vigilant against spoofing.

And with that, let’s move on to this week’s stories of interest:

First up is this month’s Morningstar Advisor column, Laserfiche Offers Cloud Connectivity. This leading provider of on-premises document management software is now extending its product line to include a service delivered exclusively over the cloud. This makes the program, one that traditionally required large up-front costs, a more cost-effective option for advisers.

Advisers and iPads: Signs of a tipping point? from InvestmentNews.com

[You know all-too well that iPads are the tablet of choice among advisers. I have the following slide shown below in my iPad presentation showing how much traffic FPPad.com gets from the device. I get 53% from iPads, 27% from iPhone, 16% from Android and 4% for everything else. The FPPad adviser audience should be more tech-savvy than the broad InvestmentNews audience, and it shows! Thank you!] Roughly 36% of our mobile visits [to InvestmentNews.com] came from the iPad in March, compared with roughly 35% from the iPhone, which came in as No. 2 for mobile traffic sources.

2012 Is on Us: Egnyte Announces Box Buster Buyout Program from MarketWatch.com

[Advisers visit FPPad for information on cloud file storage services like Dropbox, ShareFile, and Box, but one that I haven’t specifically covered (though it’s on my resource radar) is Egnyte. This press release from the company features useful feedback from one Dallas-based RIA, True North Advisors, on how the solution satisfied the firm’s needs for security and easy deployment.] Egnyte, the leading provider of Cloud and HybridCloud File Sharing solutions for Businesses, today announced the Box Buster Buyout program. Aimed at businesses that are paying for Box accounts and found they’ve outgrown their usefulness, the Box Buster program allows paying Box customers to switch to a matching plan on Egnyte, at no cost for the duration of 2012 and free migration.

LogMeIn Prepares To Take On Dropbox & Box With Launch Of Cloud Storage Service Cubby from TechCrunch.com

[Like I said above, cloud file storage services are getting lots of attention from everywhere. Here’s yet another service from the folks at LogMeIn called Cubby to add to your list of potential resources.] LogMeIn, the company known best for its remote access tools, is today launching its own cloud storage service, as an alternative to those from Dropbox or Box, for example.

Video Spotlight: Exclusive look at Veo® Mobile app updates for iPad from TD Ameritrade Institutional’s Jon Patullo

Posted on April 10, 2012 by Bill Winterberg in Technology, Video Spotlight

Last week you found out about TD Ameritrade Institutional’s updates to the Veo® Mobile app for ipad, including the ability to trade equities and mutual funds and stream CNBC.

Yesterday, Jon Patullo, Managing Director of Technology Product Management, gave me an exclusive tour of the app’s new features from TD Ameritrade Institutional’s offices in Fort Worth, TX. Enjoy the video.

(click to view on YouTube)

FPPad Bits and Bytes for April 6

Posted on April 6, 2012 by Bill Winterberg in Bits & Bytes

At last, good content to share with you on financial planning technology from the last week! Here are this week’s stories of interest:

TD Ameritrade makes trading on iPads for RIAs available before mobile devices from RIABiz.com

[You found out Wednesday afternoon that TD Ameritrade Institutional rolled out an update to its Veo® Mobile app for iPad that includes trading, real-time client account access, and live streaming CNBC. In Brooke Southall’s article for RIABiz, he relates some clarity from Jon Patullo on why the company decided to support trading on the popular tablet.] Following the lead of Pershing LLC and Fidelity Investments but ahead of Schwab Advisor Services, TD Ameritrade Institutional is ma king it possible for advisors to place trades for mutual funds, ETFs and equities from chairlifts and hotel lobbies using iPads.

Mobile-Management from Financial Planning

[This is a decent short overview of a few apps with which advisers are finding success with clients. Included are goalgamiPro from Advisor Software (see my intervew on goalgami with ASI’s Neal Ringquist), AdvisorView from Tamarac, and mobile apps by Orion Advisor Services.] New and powerful planning tools lets advisors such as Betty Hedrick slash the time required for both nuts-and-bolts planning, as well as the once time-consuming transactional work of managing wealth.

Also note that AdvisorOne is starting a 10-part series by Actifi’s Spenser Segal on top technology trends for advisers. The first update is just an overview of what’s to come in the future, but it’s worthwhile taking note so you don’t miss subsequent updates in the future.

TD Ameritrade Institutional enchances Veo® Mobile with trading and real-time client account access

Posted on April 4, 2012 by Bill Winterberg in Practice Management, Technology

Advisers using the Veo® Mobile app can trade and view client account information in real time

In a press release today, TD Ameritrade Institutional announced several enhancements to mobile apps it provides for the Veo® advisor platform.

Click here to read the press release (at Marketwatch.com)

If you recall my interview with Chris Valleley, Senior Manager of Technology Product Management, he mentioned that the trading interface would be opened up to partners through Veo® Open Access, including the company’s own iRebal rebalancing software provider. Now that same trading capability has been expanded to include mobile apps available to advisers who custody assets with TD Ameritrade Institutional.

In today’s release, Jon Patullo, Managing Director of Technology Product Management commented, “In today’s volatile economic environment, advisors need to be able to stay connected while on the go and have the ability to monitor markets and manage their business anytime, anywhere.”

However, not all advisors are on board with trading via mobile devices as noted in this recent RIABiz article, Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future.

In some circumstances, advisers may find the trading functions too limited to submit bulk trades across all client accounts or to perform sophisticated rebalancing. On the other hand, being able to conduct one-off trades while away from the home office is very convenient, and is becoming a more frequent circumstance with advisers seeking productivity from mobile apps while on the road.

Veo® Mobile is available for download from the iTunes app store.

How to download photos off of your new iPad

Posted on April 2, 2012 by Bill Winterberg in General

So you took a number of photos with your new iPad, plugged it in to your iMac, opened iTunes, and…

there were no photos to download or sync.

So how do you download photos off your iPad?

If you’re new to Mac OS, you may not know about Image Capture. It’s a built-in app you can use to download photos from most external devices, including the iPad.

To get your photos moved to your iMac, fire up Image Capture, select the iPad in the list of devices in the left-hand sidebar, identify the “Import To:” directory, and click Import. That’s all you need to do!

FPPad Bits and Bytes for March 23

Posted on March 23, 2012 by Bill Winterberg in Bits & Bytes

Sorry for the late delivery, but you’re not missing much this week. Once again, the feeds have been light in terms of financial planning technology news, so you can get an early start to the first weekend of spring!

Here are this week’s stories of interest:

Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future from RIABiz.com

[I’m holding my new iPad in my hands as we speak (and no, it’s not that hot), as are many advisers. But in terms of building and supporting custom mobile apps, or using those provided by custodians, advisers are just not on board in large numbers.] Despite the worldwide craze for mobile apps, RIAs are proving resistant to their lure.

2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors from AdvisorOne.com

[I attended this event and hope to have my review up next week. In the meantime, advisers generally don’t have much to fear in terms of technology competition from the majority of broker-dealer firms out there.] A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday. The conference featured 30 technology vendors presenting to broker-dealer executives and IT staffers.

RIA and Broker-Dealer Ameritas to Use Socialware for Compliance from Financial-Planning.com

[Two weeks ago it was Principal Financial Group selecting Actiance social archiving, this week it’s Ameritas and Socialware. Social media archiving companies are really taking advantage of this market and publicizing new relationships rapidly.] The more than 1,300 registered representatives and financial advisors at Ameritas Investment will now be able to breathe easy as they tweet — the RIA and broker-dealer just partnered with Socialware, a provider of social media compliance software.

The new iPad’s three best features for financial advisers

Posted on March 22, 2012 by Bill Winterberg in Technology

The new iPad’s been out for one week. Here are three features most relevant for advisers.

My new iPad arrived late Friday last week, and I’ve quickly acclimated to its updates and capabilities in the days since. Three features of the latest generation of Apple’s blockbuster tablet give financial advisers even more reason to adopt the device in their personal and business routine.

In today’s Morningstar Advisor Quickview, find out what three features they are and how advisers can get the most out of the latest iteration of the iPad.

FPPad Bits and Bytes for March 9

Posted on March 9, 2012 by Bill Winterberg in Bits & Bytes

I released several new spotlight interview videos this week featuring Laserfiche reseller CitiesDigital, portfolio accounting service bureau AssetBook, and performance report platform AdvisoryWorld. Be sure the check them out and send me any feedback you have.

First, I’ve always been looking for services like Dropbox that are easy to use, but combine ease of use with robust security features. I think I found one of those possible solutions for advisers, so don’t miss this month’s column for Morningstar Advisor, A Document Vault Your Clients Might Actually Use.

Here are this week’s stories of interest:

Cabinet NG Announces CNG-SAFE 7.5 from Marketwire.com

[Not to be outdone by Laserfiche’s product announcements made at its user conference in January, Cabinet NG, another document management software solution for financial advisers, has updated its program with enhanced forms processing and additional Quickbooks integrations.] Cabinet NG, provider of electronic document management and workflow management software, today announced the release of CNG-SAFE 7.5, the latest version of its complete document management and workflow software product.

EFileCabinet Releases Mobile App from CPAPracticeAdvisor.com

[eFileCabinet is not a well-known name in the financial adviser market. However, this document management software company has fairly good adoption among CPAs, so it’s just a matter of time until they start branching out into the independent adviser industry.] eFileCabinet, Inc., a provider of enterprise content management solutions, recently released the eFileCabinet Online mobile app for the iPhone, iPad and iPod Touch.

The Principal Financial Group® Chooses Actiance to Provide Social Media Monitoring Platform from Marketwire.com

[Erado, Socialware, and Arkovi have made a number of the last Bits and Bytes updates, but one that has been relatively quiet is Actiance. In this press release you’ll get some statistics on the inroads the company is making in the social media compliance market.] Actiance, helping organizations benefit from new forms of communications and collaboration, today announced that The Principal Financial Group® has deployed its Socialite platform to help meet regulatory requirements that allow the firm’s financial professionals to use social media for business purposes.

FPPad Bits and Bytes for January 27

Posted on January 27, 2012 by Bill Winterberg in Bits & Bytes

Today is the final day of Laserfiche Empower 2012, where I’m taking in all I can regarding the company’s latest updates to their document management platform. See my prior posts on the event here:

I also created three mini broadcasts of conference highlights from my phone. Listen to them on my FlipZu page: http://flipzu.com/billwinterberg

In the meantime, I’ve been collecting the best stories in financial planning technology from around the web this week. Here are this week’s stories of interest:

Mobile Apps: Clients Want Them, Wealth Managers Are Developing Them from Financial-Planning.com

[You can’t ignore the impact mobile devices are making in the way you run your business. I bet over half of your clients have some kind of mobile device, so are you ready to provide service to them using these new channels?] The wealth management industry is adjusting to clients who increasingly expect that they should have anytime, anywhere access to their account information, according to a new study.

Another tool to help re-balance the books from InvestmentNews.com

[Next to document management software, rebalancing software is likely a guaranteed triple-digit ROI for any financial planning firm performing decent trading volume. Here Davis Janowski scoops a new product called RebalanceMax that’s priced well below the market dominators like Tamarac and iRebal.] Financial adviser Rich Chambers set up a side business, Advisor Innovation Inc. (advisorinnovation.com), to finish development of RebalanceMax and begin selling it to advisers on a commercial basis.

10 Top Tech Trends for BDs: FSI OneVoice 2012 from AdvisorOne.com

[James Green provides a decent, but short, list of ten tech trends discussed in a heavyweight panel discussion at FSI OneVoice 2012. Some trends are succinct and all-too-familiar to RIAs, but it’s a good list to keep in the back of your mind. “Integration” appears twice, and Salesforce Chatter is not a social media tool for use with clients; rather, it’s for internal discussion with firm team members.] At the annual Financial Services Institute’s OneVoice conference in Orlando, Fla., on Tuesday, Spenser Segal, CEO of ActiFi, moderated a discussion meant to inform the attending independent broker-dealer executives about the 10 top technology trends that are affecting IBDs already and those that are likely to do so in the near future.

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