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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...

Are Your Social Media Posts Boring?

Originally posted by Financial Social Media.

By: Amy Smith

As the marketing manager at Financial Social Media, I constantly face the challenge of...

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Driving Efficiency with Liberty’s Easy Online Distribution Requests

Easy online distribution requests is the latest update in a series of rollouts planned for Liberty this year. With online distributions in Liberty:

  • Advisors can select the level...
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9 Ways to Double [Even TRIPLE] Your Leads Online!

Originally posted by Financial Social Media.

By: Amy Mcilwain 

We live in a day and age where people flock to the internet for just...

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How Advisors Can Protect Themselves from a Java Sucker Punch

Like defense in boxing, software security is generally a matter of keeping your guard up. In the ring, your opponent will throw punches at you. On the Internet, attackers will be trying to hack you. It comes with the sport. All software has defects and a certain percentage of them will be...

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