Selecting the Right CRM Application for Your Firm

Article:  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...
Published on April 27, 2011

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

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...
Published on April 26, 2011

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

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

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 - 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

Technology in a PFP Practice

Guide:  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.
Published on January 11, 2013