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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...

Top 5 Search Engine Optimization Don’ts for Advisor Websites

Don’t miss this Thursday’s Genius Session: Learn how advisors are driving traffic to their website with SEO

As an advisor, you want to draw the right kind of investor to your website. Yes, it’s nice to have high web...

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Ready for Your Next Regulatory Exam? Here’s How to Survive.

Be sure to watch the webinar: How to Survive a Regulatory Exam.

Are you prepared for your next regulatory exam? If it’s been awhile since you’ve had an exam, or if you’ve never had an exam, it’s important to prepare so you...

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5 Ways to Make Your Social Media Accounts “Hacker-Proof”

Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have...

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Advisor Technology that Gives a Holistic View of Your Book of Assets

A notable feature of TCAdvisor, is the versatility of the platform. Advisors can access the Consolidated Asset Management (CAM) screen, which is the best way to get a bird’s eye view of their entire book of assets....

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