Schwab’s IMPACT® 2009 Conference begins Monday next week, and buzz is already being circulated about technology announcements from wealth management vendors.
Case in point, CRM Software pre-announced its upcoming releases of Junxure 8, an updated version of its CRM software, and a new offering called Junxure Mobile, a product that allows advisors on the road to access data in Junxure 8 via laptop, Blackberry, or iPhone.
Also just announced is ExpertPlan’s launch of a new trading platform to advisors who custody assets with Schwab.
I expect the flood of announcements to last throughout the duration of the conference, and there will be too many for FPPad.com to keep up with.
Be sure to watch Schwab’s IMPACT® 2009 website for all the details.
I’m busy working on the final slides for a presentation I’m delivering to the Mid-Oregon chapter of the FPA on Tuesday, March 17. Lunch is served at 12:30PM, the first speaker begins at 1:00PM, and my session begins after 2:00PM. I’ve been asked to provide an overview of the CRM software market (not a small task!) and also provide easy productivity tips that can help financial advisers get the most out of each workday.
In the event that you have not been contacted by Schwab, 2008 IMPACT Award® nominations can be made through June 13.
