Blog

While technology may provide a range of benefits for financial advisors, the success of these solutions depends in part on how well these various software applications work with one another in a connected office environment. This depends on their degree of integration. Integration refers to the extent to which individual software applications – from billing to CRM to financial reporting – communicate and share data with each another. Not surprisingly, full and deep integration has become a priority for many financial advisors.

While integration has become a watch word in the financial services and financial technology markets, it’s important to recognize that the term may mean different things to different people. At its most basic level, integration may refer simply to “single sign-on” (SSO) integration. SSO integration allows users to access different applications without constantly reentering login information and passwords. While SSO...

5 Traits of the Most Successful Advisors

Originally posted by Maggie Crowley on Advisor Websites

Professionals in the financial industry often have alot in common: more often than not, we’re morning...

Read full post

Top 5 Blogs for the First 5 Months of 2013

The first five months of 2013 are just about over, making it a good time to recap the top five blog posts thus far. If you’ve missed them, here’s your chance to catch up on the posts our readers were most interested in these past five months:

  • ...
Read full post

How Sales Analytics Provides Insight into the Health of Your RIA

Contributed by Tim Norton, Client Enhancements at Trust Company of America

How much do you really know about the health of your RIA?

A comprehensive sales analysis is one of the best ways to gain insight into the health of an RIA. Sales Analytics, Trust Company of America’s...

Read full post

How to Create a Perfect Advisor Blog Post

Originally posted by Maggie Crowley on Advisor Websites.

I have spent a good deal of time trying to convince advisors of the...

Read full post

Pages

User login