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A good contact-management system handles both the collection and the organization of contact details. There are several ways to capture client information - even on business cards and scraps of paper - into your database

Having evolved and matured greatly from simple computer viruses, malware now poses a variety of threats. Protect yourself with multiple layers of defence, as no single tool or service can guarantee protection

The shift to digital filing means your clients will be searching for software applications that meet their particular needs. There are plenty of packages out there, and you can help your clients make the right choice

The Salesforce Financial Services Cloud application will allow advisors to access the information they need from any device

Enhancements that will help advisors expand their businesses in new areas came from advisor feedback

The Internet is crawling with nasty, destructive software designed to infect, steal and destroy. If you collect sensitive financial data, you may be at high risk for attack. Learn how to protect your team - and your clients

A customized CRMS can boost your practice

  • By: Leah Golob
  • April 23, 2015 October 30, 2019
  • 11:00

With Windows 10, Microsoft is hoping to win back users' trust after the dark days of Windows 8. New features, such as an integrated menu and a personal software assistant, suggests the new operating system stands a good chance of succeeding

Software release based on latest research

  • By: IE Staff
  • March 9, 2015 March 9, 2015
  • 09:30

Academy of Financial Divorce Specialists rolls out Perspectives

  • By: IE Staff
  • December 18, 2014 December 18, 2014
  • 10:30