Each year, readers look forward to my review of the best in financial adviser technology across the tech landscape.
This year’s winners of Best in Tech are highlighted in this month’s Morningstar Advisor column.
Read 2012’s Best Tech for Advisors today, and update your technology plan for 2013 to incorporate one or more of these leading solutions.
One of the best things I get to do is write the annual Morningstar Advisor Best Tech for Advisers column. I get to reflect on all the new tools, products, and software to which I’ve been introduced over the last 12 months, and choose a select few for consideration for best technology targeted to financial advisers.
As I did last year, I awarded the best in tech among three categories: Best Back-Office Technology, Best Client-Facing Technology, and Innovation of the Year.
Click on over to Morningstar Advisor and read the full column.
Enjoy!
You no doubt know that I’m a big believer in efficiency and productivity. But how do you really know if you’re efficient, using your time wisely on as many productive activities as possible?
You don’t know unless you measure your productivity.
Last year I subscribed to RescueTime and highlighted the service in one of my columns for Morningstar Advisor (Rescue Your Imperiled Productivity).
Last week, I reviewed the last 12 months of my activity, all captured in RescueTime, to see how I really performed over the period. The results were a little surprising, and I encourage you to view them in my post:
RescueTime: A Year In Review at MorningstarAdvisor.com
And if you’re interested in trying RescueTime, click here (note: affiliate link)
Illness has infiltrated FPPad headquarters, preventing us from doing much of anything work-related. Nevertheless, we still gathered some of the best technology-related stories for advisors from around the Internet for you in one, consolidated post.
Here are this week’s stories of interest:
2010’s Best Tech for Advisors at MorningstarAdvisor.com
In an annual tradition at Morningstar Advisor, December’s column reviews the best technology of the past year for financial advisors and recognizes three truly exceptional products or services.
Laserfiche Announces Salesforce.com Integration for Financial Advisors at Laserfiche.com
Laserfiche today announced the availability of a prepackaged integration with salesforce.com designed specifically for Registered Investment Advisors (RIAs). By integrating Laserfiche enterprise content management (ECM) with their CRM systems, RIAs improve client service, enhance employee efficiency and facilitate compliance.
Socialware Named as Top Tech Company to Watch from Marketwire.com
Socialware, the leader in social media compliance, today announced it has been selected by Bank Technology News as one of the Top Ten Technology Companies to Watch. The company was recognized for its technology, which is helping more than 55 financial brands engage in social media through its Socialware Compass solution, which allows companies to tailor and enforce their social media policy, moderate employee posts and tweets, and archive social data, enabling compliant, secure social media usage.
Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst’s report from RIABiz.com
Advent Software is losing its leading position in portfolio management systems in large part because of its strategy of milking an old, cash cow product just as a growing number of competitors pump out web-based solutions that more readily integrate with complementary applications, make conversions and upgrades easier and often cost less, according to a report by a small investment company owned by a former hedge fund analyst.
I’m excited to announce to FPPad subscribers that I am now contributing a monthly technology column for MorningstarAdvisor.
Click here to read my debut column, An Alternate Spin on Account Aggregation.
The success of the column depends on you, so if you find the information of value, please share it with your colleagues. Also, leave a comment (if permitted by your compliance department!) to let me know how relevant the information is to your practice or if I’m completely nuts about a particular piece of technology.
Finally, some of my best contributions come from conversations and tips from advisors like you. So if you have a technology you’d like reviewed or best practices that need highlighting, contact me.
Email bill [at] fppad [dot] com or send me a @reply message on Twitter.
Thank you for your support, and thank you to MorningstarAdvisor for the wonderful opportunity!
