Microsoft's latest operating system has some built-in security measures, but it also comes with some built-in privacy issues. You'll need to take a few simple steps to ensure your data are safe
The changes are designed to streamline communication between advisors and their compliance departments concerning the use of social networks
Maximizer CRM Wealth Manager 2017 will have fields that can capture all the relevant data points as well as commonly used forms within each client’s record
The CRA is marching Canadians toward filing their taxes online for convenience and efficiency. But with that convenience comes vulnerability. How can your clients protect their privacy?
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