Tag Archives: SaaS

Email Archiver LiveOffice Jumps Into Social Media Archiving Market

Posted on March 3, 2010 by in Compliance

In a press release yesterday, LiveOffice, an email archiving and compliance provider to financial advisors, announced the release of its LiveOffice Social Archive service.

According to the LiveOffice press release, Social Archive is:

the first social media archiving solution to capture and retain content from any public website, including popular social networks, such as LinkedIn and Facebook, as well as blogs.

Now I debate the statement that Social Archive is the first archiving solution (I’ve tweeted and blogged before about Arkovi Backups, Smarsh, SocialWare, and several others). Nevertheless, LiveOffice joins a short list of providers aimed at providing compliance solutions to registered representatives and independent RIAs who want to use social media websites.

Read the entire press release by clicking here.

ProTracker Software Announces Updates to Two Utilities

Posted on October 16, 2009 by in Software

ProTracker Software Inc., the makers of ProTracker Advantage, announced an update to its resident CRM system (i.e. not SaaS or cloud service) as well as a new version of its Compliance Manual.

Full coverage of the releases is provided by Davis Janowski at Investment News.

ProTracker Advantage is a CRM system originally developed by Warren J. Mackensen, a fee-only planner in Hampton, N.H., for use in financial planning and wealth management firms.

In my opinion, ProTracker is a suitable CRM solution for advisers who seek a system with a lower learning curve than competitors and one that is not hosted over the Internet (and subject to service interruptions and less-than-realtime performance). Although one drawback of locally-installed programs is that someone must perform the update to the latest version!

CRM Provider E-Z Data Acquired by Ebix Inc.

Posted on October 1, 2009 by in Software

E-Z Data, the provider of SmartOffice, a web-based CRM solution for financial services, was acquired by Ebix, Inc. today for $50.35 million. The acquisition will enhance the company’s existing EbixExchange platform to include E-Z Data’s robust CRM product.

Read the full press release on the Ebix Inc. website and read E-Z Data’s statement to SmartOffice customers on its website.