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Financial Advisor December 2007 David Lawrence	Playing Nice Technology has revolutionized the financial services profession. However, in the rush to take advantage of technology, many practitioners have ignored the potential benefits of efficient use of technological systems.
Financial Advisor November 2006 David L. Lawrence	Relationships Revisited Advisors, here are some CRM options, both old and new. Find one that fits your financial advisory practice.
Financial Advisor February 2006 David L. Lawrence	Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc.
PC Magazine December 16, 2005 John Clyman	GoldMine Corporate Edition 7.0 For companies willing to invest in customizing it to their needs, GoldMine 7.0 offers an extensive set of CRM tools.
Financial Advisor February 2005 Joel P. Bruckenstein	First Look---ProTracker Advantage 4.0 This much anticipated upgrade to the CRM stalwart for financial advisers addresses some of the most obvious deficiencies of the earlier version, while adding a few new features that are sure to please current licensees.
Financial Advisor June 2012 David Lawrence	The Right Fit Five steps that will help you choose the best CRM software.
Financial Planning March 1, 2008 Dan Skiles	CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice.
Investment Advisor July 1, 2011 Spenser Segal	The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer.
Financial Planning January 1, 2007 Joel Bruckenstein	CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving.
Home Toys December 2005 Brandi Browning	How a Customer Relationship Manager for Microsoft Office Can Turn Your Small Business Into a Productivity Powerhouse The benefits of a Customer Relationship Manager (CRM) do not stop with just the needs of the customer -- it adds value to the business as a whole.
Financial Planning December 1, 2007 Joel P. Bruckenstein	2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency.
Financial Planning March 1, 2010	Special Report: Your Practice Management Questions Answered Advisors answer questions about practice management: Branding... Planning for growth... Coping with revenue roller coasters... more...
Financial Advisor October 2007 Andrew Gluck	Evaluating CRM Choices If you are not using a CRM system to record notes about every client contact, to track workflow and to store key data about your clients, you probably won't ever be a great financial advisory firm.
Financial Advisor August 2006 Joel Bruckenstein	First Look At Advisors Office The developers have laid a solid foundation upon which additional functionality can be layered. If and when this occurs, Advisors Office will be an interesting proposition for an office of perhaps three to ten employees, provided the pricing is well aligned with the functionality being offered.
Financial Advisor May 2007 Joel Bruckenstein	What's New In MS Outlook 2007 MS Outlook 2007 offers numerous improvements. Those of interest to most advisors improve your ability to do one of the following: find the information you need, prioritize your work, connect/collaborate or work safely.
Financial Advisor January 2004 Joel Bruckenstein	What's New For 2004? The rash of new software could cause financial advisors' heads to spin: Morningstar Workstation 2.0... Account Aggregation AdvisorSites/CashEdge... NaviPlan Version 9.0... Junxure-I 3.0...
Financial Advisor June 2009 David Lawrence	The Efficiency Game Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently.
Financial Advisor September 2011 Joel P. Bruckenstein	MS Office In The Clouds Office 365 is still in its infancy, but it could be an attractive option for financial advisory firms of all sizes.
PC Magazine October 5, 2004 Richard V. Dragan	ACT! 2005 Premium for Workgroups With integrated e-mail and word processing, plus the ability to track companies, appointments, tasks, and custom business information, many sales pros won't need to touch another application on a typical day.
Financial Advisor October 2007 David Lawrence	Workflow Revisited New software offers more than just a calendar and a to-do list. Junxure-I... ProTracker Advantage... KnowledgePoint... etc.
Financial Planning December 1, 2008 Joel P. Bruckenstein	Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey.
Financial Advisor February 2007 David Lawrence	The Personal Touch In a fast-moving world where communications are becoming increasingly de-personalized, operating a financial advisory practice that emphasizes the personal touch can distance you from the "corporate" competition.
Financial Advisor July 2008 Joel Bruckenstein	A First Look A glimpse at Upswing CRM, a Web-based CRM application designed specifically for financial service professionals.
Financial Advisor May 2012 David Lawrence	Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why?
CRM September 2015 Michael Vickers	Is Your CRM System Aligned with Your Entire Business? For peak efficiency, your enterprise solution needs to wear many hats
Financial Advisor January 2005 David L. Lawrence	What's Your Web Site For? Using a `client-centered' Web site as an efficient part of your financial advisory practice.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Financial Advisor September 2006 Joel Bruckenstein	Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc.
Commercial Investment Real Estate Mar/Apr 2012 Dennis LaMantia	Choosing a CRM Commercial real estate professionals often turn to CRM systems after realizing their email address books are insufficient for managing customer interactions.
CRM February 2, 2003 Lisa Picarille	Early Users Encouraged by Microsoft CRM Beta testers and early users of Microsoft Corp.'s CRM solution applaud its ease-of-use, integration with Outlook, and general features and functionality, but bemoan the lack of back-office integration in the initial release.
Financial Planning December 1, 2008 Scott Schutte	Setting Yourself Apart The wave of retiring baby boomers in the coming years will pave the way for advisors who wish to move away from traditional investment management and focus on specialized financial planning and wealth management services.
Financial Advisor November 2003 Blomfield & Hamil	Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments.
Financial Advisor May 2012 Joni Youngwirth	Two Hats How can you manage your roles as business owner and financial advisor simultaneously?
CRM July 14, 2015 Javier Peralta	Choose the Right CRM Solution for Your Small Business Mobility, flexibility, and automation will help you get the most out of your system.
Financial Planning September 1, 2007 Joel Bruckenstein	Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit.
Financial Advisor August 2008 David J. Drucker	Keeping The Lines Open Not enough time in the day to keep in touch with your clients? Try these electronic shortcuts.
Financial Planning December 1, 2010 Joel Bruckenstein	Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
CRM May 1, 2003 Lisa Picarille	Developers Jump on Microsoft CRM Bandwagon Microsoft's entry into the CRM mid-market space has attracted a lot of attention from rivals and industry watchers. But the software giant has also managed to draw significant support from third party software developers and resellers.
PC Magazine December 9, 2003	Get Organized with SCM Pro It may not pull sales teams away from ACT! or GoldMine, but Surado's offering will make contact management easier for some beginners.
CRM December 1, 2005 Marshall Lager	From Sight to Insight A vision-correction practice integrates GoldMine into its Web site and customer portal for sharp results including growth nearly three times the industry average.
Financial Advisor July 2005 Joel P. Bruckenstein	CRM And Integration If it can deliver on their planned improvements, and if it can attract enough critical mass to generate a profit, NationBuilder has the right stuff to become a serious competitor for financial advisors' CRM dollars.
CRM January 1, 2006 David Myron	Microsoft 3.0 Is a Go The company beats the release's expected launch date with aplomb. Microsoft Dynamics CRM 3.0 comes chock full of upgrades and adds much needed marketing functionality.
InternetNews February 17, 2011	Microsoft Expands Dynamics CRM 2011 Options The initial release of Dynamics CRM 2011 ran in Microsoft's cloud, but now the software giant is giving customers more options.
PC World May 2004 Dennis O'Reilly	Make Outlook More Useful Prophet 2004 plug-in adds small-business contact-management tools to Microsoft's e-mail program.
Financial Advisor July 2006 Littlechild & Pomering	Unlocking Client Value The first question financial advisors should ask is not "how" to survey clients but "why" you should do it in the first place. In addition to allowing you to stay on top of changing client needs, interests and expectations, the reasons abound.
Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
Financial Advisor October 2006 Joel Bruckenstein	A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more.
PC World October 2001 Michael Desmond	CRM Software: Customer Service for a Song Customer relationship management software doesn't have to cost hundreds of thousands of dollars...
Financial Planning June 1, 2008 Julie Littlechild	Is Loyalty Enough? When it comes to client relationships, though, client loyalty should not be the primary objective.