Financial planning is one area where dealers should innovate to set themselves apart as industry growth slows
Buy the hardware and software you will need in the long run
Benefits include speedier access to books at lower cost and a growing set of features
Delay buying new computer equipment for as long as possible; recycle the old components or, better, donate them
Tax Forms Plus offers firms an efficient process for delivery client tax info to agencies in Canada, U.S.
Greater focus on the development of systemic risk strategies
The iPad’s attraction is that it bridges the gap between a smartphone and a conventional laptop
Harnessing the power of online supports and products can be daunting. Whether you’re looking for software, services or a laptop, here are some suggestions to get you started:> backup servicesSymantec Backup Exec: www.symantec.com/business/products/Mozy: http://mozy.com/pro/> customer relationship managementMarketcircle Daylite: www.marketcircle.com/daylite/ Microsoft Dynamics: www.microsoft.com/dynamics/en/us/default.aspxSalesforce: www.salesforce.com> encryption productsBitLocker: www.microsoft.com/windows/enterprise/products/windows-7/features.aspx#bitlockerCheckpoint Full Disk Encryption: www.checkpoint.com/products/datasecurity/pc/McAfee Endpoint Encryption: www.mcafee.com/us/enterprise/products/data_protection/data_encryption/endpoint_encryption.htmlPGP Whole Disk […]
From nifty gadgets to efficient software, becoming a tech-savvy advisor is now a necessity
New scanners and online storage services are making it easier to eliminate that mountain of paper on your desk