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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...

SEO (Search Engine Optimization) Basics for Advisors

Knowing a little bit about SEO can help you make the most of your website’s search potential. Search engine optimization (SEO) is a method used to increase the visibility of your website or a web page in a search engine’s “organic” or “un-paid” search results. The better optimized your site, the...

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How Trust’s New Video Studio Presents Opportunity for RIAs

Trust Company of America recently opened its video studio to clients.  Video is a great marketing strategy for advisors, helping them to differentiate themselves and communicate their approach to clients (See: The Top Reasons...

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What Financial Professionals Can Learn From Social Media and Politics

Originally posted by Financial Social Media

By: Amy McIlwain

For the 2012 presidential debates, I’ve found myself...

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The Case for Creating Your Website on an Open Source Platform

By Diana Merkel, Owner, Pinkshag Design

During the development phase of your web site, the final web design is completed and built out to work in multiple browsers and a variety of devices. It is more important than...

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