CPAs Guide to Technology in a PFP Practice
Guide:
A look at the essential technology components of the efficient personal financial planning firm.
Published on January 18, 2013
Technology Implications of Custodians
Overview:
Discover why the custodian you choose for your clients' assets can have technology implications.
Published on January 15, 2013
General Office Productivity Tools - Computers
Overview:
General office productivity tools are those technology tools common in any knowledgeable worker's environment today. This category can further be divided into hardware and software tools.
Published on January 15, 2013
Office Productivity Tools - PDAs and Smartphones
Overview:
Learn the benefits and draw-backs of using PDAs and Smartphones when it comes to managing your practice.
Published on January 15, 2013
General Office Productivity Tools - Email
Overview:
Email isn't just email for personal financial planners. At a minimum, to meet state and federal regulations pertaining to registered investment advisers, you must think about retention policies and privacy issues, as well as archiving, retrieval and disaster recovery issues.
Published on January 15, 2013
General Office Productivity Tools - Customer Relationship Management Software
Overview:
Learn about the costs and benefits of industry-specific customer relationship management software for personal financial planners versus generic software.
Published on January 15, 2013
General Office Productivity Tools - Note-taking Software
Overview:
Learn about note-taking software for notes that are client-related and for notes that are not.
Published on January 15, 2013
The Technological Components of a Successful PFP Practice
Overview:
Because personal financial planning firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution. On the contrary, the technology needs of a firm will
Published on January 15, 2013
Office Productivity Tools - Printers, Copiers, Scanners and Fax Machines
Overview:
Learn about the specific types of office machines that will improve the efficiency of your practice's back-office operations.
Published on December 14, 2012
General Office Productivity Tools - Office Suite
Overview:
The MS Office suite of software extends beyond word processor and spreadsheet programs. Learn the most important factors when considering the purchase of office productivity software.
Published on October 05, 2012
General Office Productivity Tools - Document Management Systems
Overview:
Managing your client's files is more than just using a filing system; consider digital filing systems, retention policies, security, disaster recover and authentication.
Published on October 05, 2012
Other Technology Considerations
Overview:
Discover other opportunities where technology can save you time and money in your financial planning practice.
Published on April 27, 2011
Portfolio Rebalancing Software
Overview:
Rebalancing software for client portfolios can be less time consuming and less expensive than you think.
Published on April 27, 2011
Selecting the Right CRM Application for Your Firm
Article:
In the technology overview portion, we stated that CRM software may be the single most important software application within your firm. If CRM software is not playing a critical role within your firm you are either using the wrong product or you are not using the product you have properly.
Published on April 26, 2011
Financial Planning Software Technology
Article:
This article by Joel Bruckenstein explores software technology related to personal financial planning.
Published on April 19, 2011