Home David Edey

David Edey

Let technology help grow your practice

Covenant Group software assists you in creating a growth plan and meeting objectives

January 4, 2006 January 4, 2006
14:12

Safeguard valuable information

Microsoft’s OneNote lets you take notes, send them and keep them safe

December 7, 2005 December 7, 2005
15:41

Boost your financial planning capabilities

FP Solutions makes it easier for you to develop long-term relationships with your clients

November 3, 2005 November 3, 2005
15:25

Contact clients more efficiently

Microsoft Outlook named the most popular contact management software

September 30, 2005 September 30, 2005
11:48

Find anything in five seconds — or less

The Paper Tiger harnesses the power of your own computer to help get you organized

August 3, 2005 August 3, 2005
11:12

Calling on a virtual planner

Sarah Holland helps advisors create financial plans for clients

June 28, 2005 June 28, 2005
14:13

Advancing to the next level

Comprehensive financial planning the best business investment

May 31, 2005 May 31, 2005
09:23

Creating a paperless workplace

A virtual office will help you streamline, safeguard and economize

May 3, 2005 May 3, 2005
15:45

Technology made simple

Aimed at financial advisors, book takes fear out of high tech

April 1, 2005 April 1, 2005
14:51

IAFP dissolves after 30 years

<i>Joins with ICFP to form 30,000-strong Financial Planning Association</i><br>

October 26, 1999 October 26, 1999
16:26