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
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
Academy of Financial Divorce Specialists rolls out Perspectives
“Meet” your clients on your computer when you can’t meet in person
Ink-on-paper signatures are inconvenient, insecure and outdated. Regulators and legislation now accept the legitimacy of electronic signatures, and several suppliers offer digital signature systems
The right calendar system can maximize the output of your meetings while minimizing administrative overhead. Your choices are broad - from popular Google and Microsoft offerings to versatile tools such as UpTo