We offer more than just easy-to-use financial planning software, an intuitive client portal, and seamless tech integration. We have extensive training and support programs for beginners, power users, and everyone in between.
Don’t let flimsy security policies cost you. Here are six important questions to ask your tech vendors to make sure the technology used by both you and your clients meets the highest standards.
Today, firms that want to achieve a competitive edge must foster a culture built on analytics. Research from Erik Brynjolfsson et al. at the MIT Sloan School of Management found that data-driven organizations have five to six percent higher output and productivity than their less data-driven counterparts. Creating an analytics-based culture can be a big undertaking. But…
Three financial advisors’ websites that feature good design elements that prominently showcase the services they provide.
Smart devices are everywhere. Chances are, you’re reading this article from one right now. This technology makes our lives easier, more convenient, more efficient, and in truth — more enjoyable. They make you feel like you’re living in the future. That’s because smart devices offer you a variety of futuristic applications.
While it’s nice to set aside time to ramp up financial literacy efforts, this is an ongoing issue in our country which spans the gamut of ages from adults nearing or in retirement all the way down to our children. Beyond focusing on a month of events and articles, here are some thoughts on what we can do to improve financial literacy all year-round.
What role will technology will play in the future? We can only speculate. But by looking into the past, we may start to envision how technology will shape our business relationships in the future.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.