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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
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 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. |
Financial Planning
June 1, 2012
Joel Bruckenstein |
Tech Tools: Managing Customer Contact Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing. |
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 Advisor
April 2005
Joel P. Bruckenstein |
A Good Program Gets Better Junxure-I is now faster and easier to use. |
Financial Advisor
December 2004
David L. Lawrence |
CRM: An Efficient Client-Centered Model Defining your relationship with a typical client is the most basic and fundamental aspect of a financial practice. Software programs can make client relationship management easier. Here are a few examples. |
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. |
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
October 2006
Joel Bruckenstein |
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. |
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
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 Planning
August 1, 2006
Bob Veres |
Adviser Services 411 Here's your guide to the new support ecology that has grown up around the financial planning profession. Practice Management Tools... Client Services Resources... |
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. |
PC Magazine
November 11, 2003
Neil J. Rubenking |
Strip Personal Information from Word Documents In Microsoft Word 2002, when I select Properties from the File menu and click on the Summary tab, I see information I don't always want to share with others. For example, how do I clear the company and author lines? |
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
April 2004
David J. Drucker |
Living With The Rules How to keep the SEC happy without going out of business. |
PC Magazine
December 30, 2003
Neil J. Rubenking |
Right-Justify Part of a Line Use tab stops to keep text aligned on both sides of your Word document. |
PC Magazine
October 11, 2006 |
Left- and Right-Align on One Line I use Microsoft Word from Office XP. I would like to know how I can left-align and right-align separate pieces of text in the same sentence; for instance, in a resume. |
PC Magazine
September 27, 2006 |
Tab in Word No Longer Indents Bullets Change the settings to create an indent with bullets when the Tab key is pressed. |
