Tag Archives: iPad

FPPad Bits and Bytes for April 15

Posted on April 15, 2011 by in Bits & Bytes

Did you file your tax return yet? We managed to file a few days before the potential government shutdown.

But if you’re still scrambling to complete those last few client returns (or extension filings), here’s a 60-second breakdown of this week’s top stories in financial planning technology so you can get back to your forms.

The inside story of a giant RIA’s move to Tamarac from Advent from RIABiz.com

The thought process behind $2-billion Signature Estate’s move from Advent to Tamarac for its portfolio management technology.

Mobile Apps 101: 10 Must-Have Applications for Every Advisor from Financial-Planning.com

Whether it’s an iPad, Android, BlackBerry or iPhone, just about everyone these days is walking around with a digital appendage to keep themselves constantly in the know and able to communicate with friends, family and business associates around the clock.

Read this month’s MorningstarAdvisor.com column Avoid E-mail Audit Headaches to determine how technology can prevent last-minute scrambling to assemble e-mail records for examiners.

And finally, read part three of an interview AdvisorWebsites.com conducted with Bill on financial adviser technology:Bill Winterberg Talks Technology: Part 3 (read Part 1 and Part 2)

 

Wealth management? There’s an app for that…

Posted on April 9, 2011 by in Technology

Bill was interviewed last week by Reuters about how financial advisers and wealth managers are using iPads in their practices.

Click here to read the article, Wealth management? There’s an app for that at Reuters.com.

Also visit our popular post here at FPPad, The iPad for Financial Advisers and Wealth Managers.

Preview TD AMERITRADE Institutional’s Veo® Mobile App for iPad

Posted on April 8, 2011 by in Technology

Thank you to Andy Gluck and Advisors4Advisors for recording a four minute preview of TD AMERITRADE Institutional’s new Veo® Mobile app for iPad.

Click here if you can’t view the embedded video (opens on YouTube).

FPPad Bits and Bytes for March 25

Posted on March 25, 2011 by in Bits & Bytes

This is the final week to prepare our Cultivating Clients in a Connected World presentation for FPA Retreat 2011. We’ve been busy refining slides and notes to deliver a message we feel advisers need to hear about how technology is changing the way they work with clients.

In the meantime, we’ve collected the best technology-oriented articles from around the financial planning community. Here are this week’s stories of interest:

Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android from RIABiz.com

Fidelity announced yesterday that it has released WealthCentral Mobile for the Android platform, making it the first custodian to hit the Android Market with an RIA-centric app

Junxure moving to the cloud amid market pressures from RIABiz.com

Greg Friedman, president of San Rafael, Calif.,-based CRM Software, is announcing that his company’s industry-leading customer relationship management product, Junxure, will have a cloud-based version of its software come January 2012.

Choosing Software That Works for Your Advisory Firm-Part 2: Assess from AdvisorOne.com

The second update in a six-part series by Spenser Segal of ActiFi designed to present best practices to advisors on how to choose, implement and monitor new technology for an advisory firm.

And finally, this week’s blog post at MorningstarAdvisor.com, Create an iPad Icon for Your Website.

T3 Begins Thursday; Follow the Conference Twitter Backchannel

Posted on February 15, 2011 by in General

The second large industry conference of the year for independent financial advisers kicks off this Thursday.

The Technology Tools for Today (T3) Conference, a joint effort by T3: The Newsletter producers David J. Drucker and Joel P. Bruckenstein, begins with pre-conference sessions by many leading technology vendors and service providers.

Pre-conference sessions include presentations by Junxure, Laserfiche, Tamarac, MoneyGuidePro, and Smarsh to name a few.

Presentations

I’ll be there presenting two sessions. First, I’ll be a panelist in Friday’s session titled iPad: How Advisors Are Using it Productively along with Sandra E. Goodstein of Goodstein and Associates, LLC, and Russell Dunkin of McKinley Carter Wealth Services. Diane MacPhee, CFP®, Business Coach and owner of DMAC Consulting Services, LLC will moderate the panel.

Second, I’m teaming up with Jo Day of Trumpet, Inc to present Transformative Technology You Can Implement Now on Saturday. We have assembled a slide deck full of resources advisers can add to their practice to make clients and colleagues speak highly of their firm.

Visit the T3 Conference website for the full conference agenda.

Twitter Backchannel

Just as with TD AMERITRADE Institutional’s 2011 National Conference, attendees of T3 are encouraged to use social media to connect and communicate through the backchannel.

The primary Twitter account for T3 is @T3fan and the hashtag being used for conference-related tweets is #T32011.

[blackbirdpie url=”http://twitter.com/#!/t3fan/status/19631983814508545″]

Fidelity Releases WealthCentral Mobile for iPhone, iPod touch

Posted on February 14, 2011 by in Technology

The race between custodians to support mobile platforms is quickly reaching a blazing pace (see Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors at RIABiz.com). Just two weeks ago, TD AMERITRADE Institutional announced it is currently developing a mobile app scheduled to be released this April (according to this Financial Planning article).

And just this morning, Fidelity Investments and National Financial Services released their WealthCentral Mobile app in the Apple App Store. While the app is compatible with iPhone and iPod touch, it does not take advantage of the iPad’s larger display, and instead runs on the iPad as a scaled-up iPhone app.

Click here to view WealthCentral Mobile on the iTunes website.


From the provided screen shots, WealthCentral Mobile appears to be for adviser use only and does not provide access by clients of advisers who custody with Fidelity. Adviser options include a list of client account, client contact information, alerts within the WealthCentral platform, and delayed stock quotes for individual equity positions.

We don’t yet have a demo account for WealthCentral Mobile, so if you’re an adviser with an active WealthCentral account and have downloaded the app, we’d love to hear your feedback. Feel free to leave a comment below or e-mail Bill at bill [at] fppad [dot] com.

FPPad Bits and Bytes for February 11

Posted on February 11, 2011 by in Bits & Bytes

We’re taking today off (psst: it’s Bill’s birthday!), but before we go, here are this week’s stories of interest in financial planning technology:

Navigating the CRM labyrinth from InvesetmentNews.com

It’s obvious from my recent conversations with advisers that customer relationship management software still causes plenty of confusion.

Socialware Secures $3 Million in Funding at Marketwire.com

Socialware, the leader in social media compliance and engagement, today announced that it has secured $3 million in additional funding from existing investors, including FLOODGATE, G-51 Capital and Silverton Partners.

Fidelity® Unveils New Technology Strategy to Meet Rapidly Evolving Needs of Advisors and Investors at Fidelity.com

National Financial®, a Fidelity Investments® company and the nation’s 2nd largest provider of clearing services to broker-dealers1, today unveiled a comprehensive new technology strategy that will focus on making significantly larger investments in key areas its broker-dealer clients have indicated would best support their overall growth and efficiency objectives.

And Bill’s column Hop on the Mobile Bandwagon at MorningstarAdvisor.com

Orion’s MobileAdvisor provides another reason to embrace mobile computing.

FPPad Bits and Bytes for January 28

Posted on January 28, 2011 by in Bits & Bytes

Again, we’re busy behind the scenes working with new clients, preparing new presentations for upcoming conferences, and writing new content for columns and articles. Blog posts are sporadic, but we still reserve the best tech related stories for Friday’s Bits and Bytes update.

Here are this week’s stories of interest:

New Portfolio Management Software For Advisors; AdvisorEdge Looks Good from advisors4advisors.com

AdvisorEdge is a new portfolio management software (PMS) app that is being launched as a result of a patnership between Mike Kelly of Back Office Support Service, and Matt Abar of FinFolio.

Making sense of document storage confusion from InvestmentNews.com

A good document storage system can offer convenience by allowing advisers and clients to share documents securely over the Internet, no matter where they are.

Take Digital Notes, Discreetly from MorningstarAdvisor.com

When attending conferences, advisors may find the process of using a laptop to take notes too obtrusive. Here’s one alternative that makes the process much more inconspicuous.

How a big Atlanta RIA kept sledding with technology after snow paralyzed the city from RIABiz.com

While most Atlantans spent the week ensconced at home, Balentine employees continued with business as usual with the help of laptops, iPads, iPhones, and NetX360.

One Year Later: Revisiting FINRA’s Social Media Usage Guidelines from CMSWire.com

A year ago FINRA, the regulator that oversees brokers and other financial advisors, released guidelines for social media usage. Since then, financial advisors have carefully tip-toed into the social media landscape, thanks to financial networking sites like LinkedFA.com and Smarsh.

Ramping Up for the 2011 T3 Conference

Posted on January 18, 2011 by in Practice Management

My speaking engagements for 2011 are quickly approaching with the first event being the  2011 Technology Tools for Today, or T3 Conference produced by Joel P. Bruckenstein and David J. Drucker. See the other engagements I have confirmed on my Speaking page.

I’m involved in two sessions during the conference and I hope you’ll join me for both. First I’ll be part of a panel discussion addressing how financial advisers are using the Apple iPad in their practices.

iPad Panel

Diane MacPhee, CFP®, Business Coach and owner of DMAC Consulting Services, LLC will moderate the panel. I’ll share in the discussion with Sandra E. Goodstein of Goodstein and Associates, LLC, and Russell Dunkin of McKinley Carter Wealth Services.

If you’re on the fence about buying an iPad to use in your practice, or you want to know if you should wait until “iPad 2” comes out, you need to attend this session.

Transformative Technology

My second presentation is a joint effort with Jo Day of Trumpet, Inc. The two of us plan to deliver a resource-rich session on transformative technologies you can add to your practice and how doing so will make clients and colleagues speak highly of you and your firm.

If you haven’t done so already, register today so you do not miss out on this opportunity to learn how new technology can help you streamline your  business and provide excellent service to your clients.

And one last housekeeping item: The “official” unofficial Twitter hashtag for the 2011 T3 Conference is #T32011. See you on the back channel!

FPPad Bits and Bytes for January 14

Posted on January 14, 2011 by in Bits & Bytes

We were on the road for the first half of this week attending Laserfiche Empower 2011 in Los Angeles. While we took extensive notes over the 2 1/2 day event, we haven’t had the time to review and summarize them for posting (or post anything else for that matter!).

So check back in a week or two for our thoughts on Laserfiche’s potential to increase its presence in financial services.

Meanwhile, here are this week’s stories of interest:

Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors from RIABiz

In the next few months, Fidelity Investments and TD Ameritrade Holding Corp. will launch mobile apps for advisors that deliver functionality from their respective technology platforms, WealthCentral and Veo, according to the companies.

Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients from RIABiz

Tech Enables Convenient Client Connections, my January column at Morningstar Advisor

Growing advisory firms need easy tools they can use to collaborate with busy clients in real time when an in-person meeting is not possible or practical. Here are four screen-sharing tools that advisors should consider adding to their technology toolkit to enhance client service.