FinTech

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The Wisdom Of Crowds

by Andrew Gluck

Web 2.0 is the new Internet, and it will change your practice.

Advisor's Guide To Word 2007

by Joel Bruckenstein

There are more issues than you might imagine.

Working On The Road

by Joel Bruckenstein

New software and updated USB flash drives make it much easier to go mobile.

Client Advisory Boards Turn Firms Around

by Andrew Gluck

Listening to your clients can help; so can teaching your computer to listen to you.

Getting Attention

by Joel Bruckenstein

RegentAtlantic is being recognized for its approach to technology.

PMS Gridlock

by Andrew Gluck

This software is the heart of an advisory practice-so why are there so few options? (Hint: look in the mirror.)

A New Vision

by Joel Bruckenstein

The latest version of AdvisorVision is a big step forward.

Relationships Revisited

by David L. Lawrence

CRM options, both old and new. Find one that fits your practice.

A Quiet Giant Awakes

by Andrew Gluck

SunGard is making its first real effort to market the company's PlanningStation application to independent advisors.

This Software Can Improve Efficiency

by David L. Lawrence

Not only can you talk to your PC, but it can talk to you, too.

The Best Software You Might Never Own

by Andrew Gluck

Smaller advisory offices face tough choices about what they will pay for their portfolio management programs.

A New And Improved Release

by Joel Bruckenstein

Portfolio Director 8.0 offers better account setup and custodian interfaces-and more.

Technology Roundup

by Joel Bruckenstein

Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities.

Referencing Referrals

by Andrew Gluck

If you want qualified potential customers sent your way, who will you call?

First Look At Advisors Office

by Joel Bruckenstein

Management software has solid foundation but needs more functionality.

How Are They Managing Growth?

by By: Andrew Gluck

Some supergrowth advisors share their secrets.

Noteworthy Notebook

by Joel P. Bruckenstein

PFP Notebook can be a good planning solution for new and low-volume practices.

The Gluck Report

by ANDREW GLUCK

Company fights claim that its major backers improperly seized control of the firm.

Aging Gracefully

by Joel Bruckenstein

Profiles+ continues to improve more than 30 years after the planning software premiered.

Portfolio Software Newcomers

by ANDREW GLUCK

A look at three companies offering portfolio management software for your firms.

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