Tag Archives: RebalanceMax

FPPad Bits and Bytes for January 27

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.