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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

“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Ink-on-paper signatures are inconvenient, insecure and outdated.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

The new tool is a collaboration with Australian firm FinaMetrica

  • By: IE Staff
  • August 25, 2014 August 25, 2014
  • 10:00

Like anything in the tech world, not all web browsers are created equal. Choosing one depends on the devices and platforms you use and your personal preference. Here are some points to consider when assessing what's available