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:
- Laserfiche CEO kicks off annual Empower conference to record attendance
- How Laserfiche is used in the family office environment
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.
