Blog Entries in Technology

Blog Entries in Technology

And the Definition of Obsolete Technology is…

Susan Glover, President, Susan Glover & Associates, LLC

While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked what the definition of “obsolete technology” is. The answer? “That’s a very good question.”..Read More »

How to Get Started Creating (or improving) your Advisor Workflows

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, April 15th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

During February SEI, Redtail Technology, ActiFi, and MoneyGuidePro announced an advisor workflow partnership. Workflows from a CRM system, a financial planning tool, and a custodial platform have been fully integrated with one another. Workflow, according to MoneyGuidePro’s Kevin Hughes, is a hot topic. After all, who among us doesn’t want to improve operational efficiency and spend more time on the higher-value-add activities?..Read More »

5 Ways Robo-advisors Will Change the Way Advisors Work

By Raef Lee, Managing Director, SEI Advisor Network on Wednesday, April 2nd, 2014

Raef Lee, Managing Director, SEI Advisor Network

Even the name robo-advisor is derisive. It creates an image of uncaring, lack of humanity and inflexibility. It is the term that is now being broadly used by advisors to describe the new breed of technical startups (upstarts) that directly connect a technical-savvy investor with a suite of analytic tools that allow them to create their own financial plan or investment portfolio. A name this disparaging shows that advisors have some fear of this new model of financial advice...Read More »

The surprising hidden value of automation

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, March 5th, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation. In fact, these hidden savings may very well outweigh the obvious benefits...Read More »

What data sources information do you need to get started with account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 27th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As I speak with advisors, I find many who have made the business decision to begin using account aggregation to gather and report on outside assets. I would guess that most are already familiar with the benefits of aggregation. Some of these advisors, however, are hesitant to get started because they don’t know what information is going to be needed and don’t want to ask their clients for it. Today I’m going to lay out what you’ll need to know and how to gather it...Read More »

Want to learn more about ByAllAccounts? Visit us this week at the TD Ameritrade National Conference

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Tuesday, January 28th, 2014

In a recent Investment News article Sheryl Rowling, Principal of Rowling & Associates, said “ByAllAccounts helps capture 401(k) and other similar assets without banging the door down." Want to learn more about how we help advisors like Sheryl? Visit us in the VEO Integration area at this year’s TD Ameritrade National Conference...Read More »

Information Needs to be More Than Intelligent

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, January 15th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

When it comes to technology, advisors seem to thrive on the latest trend and buzzwords. In 2013, vendors loved to talk about their products delivering integration and ROI. This year, vendors will be talking about Big Data and Intelligent Information...Read More »

Monitoring and measuring your website performance: From Google Analytics to A/B Testing

In my experience at ByAllAccounts, many advisors have asked how they can better understand website activities, and improve their website performance. It’s an important question, because as Jonathan Bentley, Executive Vice President of InvestCloud, stated in a previous blog, “We are now well into the time when a firm’s website is the single most cost effective marketing and client service tool available...Read More »

Technology to boost customer service and lift AUM? It exists.

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, December 10th, 2013

Sheryl Rowling, CEO, Total Rebalance Expert

If I told you that an affordable technology could help you provide better service to your clients and increase your assets under management effortlessly, would you be interested? There is such a product, yet most advisers are not utilizing it. I'm referring to ByAllAccounts...Read More »

Fear of Conversions is a Good Thing

Susan Glover, President, Susan Glover & Associates, LLC

Is this your firm? Unhappiness with the legacy software, interest in new technology, excitement during the evaluation, contract ready to sign…...Read More »

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