Get started with a reliable laptop computer, an Internet connection and cloud-based data backups
iCompete app offers unbiased information from multiple sources on your desktop, iPhone and iPad. A free consumer version directs clients to advisors who are using the software
It’s up to your firm to make sure your trade-related information is secured according to regulatory requirements. But what about other important data? If you don’t have a backup system, the time to start arranging for one is now
If your laptop, tablet or smartphone was lost or stolen, how much sensitive data would be at risk? A number of security features are available to help minimize the damage
Advisors considering one of these new mini-computers can now look beyond Apple’s iPad; other companies offer a panoply of alternatives, some available now and some coming soon
Using “voice over Internet protocol” services offers many advantages over the traditional telephone line, including flat-rate calling, cheap long-distance calls and the ability to conduct video calls from your PC or smartphone
Here are some lasting resolutions to help you make better use of technology and clear more time for yourself in the new year
The good new is you no longer have to lug around a heavy, overpowered computer; the not so good news is that choosing a new, lightweight portable device can be daunting. This advice will help you choose one that suits your needs
“Software as a service” offers a variety of benefits, including easy access via a web browser, high-end data protection and significant cost savings. Here’s how you can take advantage of it for your financial advisory business
Benefits include speedier access to books at lower cost and a growing set of features