Blog Entries in Technology

Blog Entries in Technology

Don’t Just Attend a Technology Conference – Invest in It!

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, October 22nd, 2014

Susan Glover, President, Susan Glover & Associates, LLC

With so many conference choices from vendors, custodians, and user groups, you probably have one on your calendar or plan to sign up for one. Whether it’s a technology conference or a conference that showcases technology, you probably look forward to learning about new software and other tools that boast a high ROI...Read More »

Is Outsourcing IT Services the Answer to Saving Money?

By David Gemma, Chief Marketing Officer, UNAPEN, Inc. on Wednesday, October 8th, 2014

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

With so much focus on reducing costs and increasing profits, many small to medium sized businesses are looking at ways they can achieve the highest profitability...Read More »

Are You Able To Withstand OCIE Cyber Security Initiative Scrutiny? Eight Quick Tips for Compliance

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

The OCIE Cybersecurity Initiative scrutinizes a person's cyber security risk evaluation, threat detection, protective measures, and response plans to cyber attacks. There's more than one kind of inspection or examination a person could face from the OCIE: these include a standard examination assessing overall security practices and a close inspection of the firm following a particular problem...Read More »

What is Involved in an IT Security Audit?

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Companies are increasingly foregoing IT security audits, with the belief that these audits are unnecessary. But neglecting security audits can be suicide for a business. Just one breach can cost millions of dollars, leak valuable corporate information, or destroy the reputation of a company. There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments...Read More »

ByAllAccounts Reseller Spotlight Series: Archway Technology Partners

By ByAllAccounts Reseller Spotlight Series on Thursday, September 4th, 2014

ByAllAccounts Reseller Spotlight Series

Archway provides an enterprise Web-deployed solution called ATWeb that supports the accounting, investment management and reporting functions for single and multi-family offices, investment advisors and hedge funds. The software platform integrates a full general ledger with a portfolio management system to support portfolio, fund and partnership accounting...Read More »

Do you know ByAllAccounts Aggregation Solution?

Don McHenry, Technical Relationship Manager, ByAllAccounts

Are you already using ByAllAccounts Aggregation Solution? During this webinar, you’ll learn more about Getting Started; Data Connectivity; How we deliver data; Security & Privacy. On Wednesday, September 10th 1:00PM EST, ByAllAccounts will be hosting a webinar on ByAllAccounts Aggregation Solution...Read More »

Technology Decisions That Drive Your Staff Crazy

Susan Glover, President, Susan Glover & Associates, LLC

While assessing an advisory firm’s technology needs, I was told to “push the envelope” with Excel’s capabilities so the firm didn’t have to invest in other software. As a consultant, it was not difficult for me to respond. As an employee, I may not have had the opportunity to respond...Read More »

ByAllAccounts Aggregation Solution

Don McHenry, Technical Relationship Manager, ByAllAccounts

Are you already using ByAllAccounts Aggregation Solution? During this webinar, you’ll learn more about Getting Started; Data Connectivity; How we deliver data; Security & Privacy...Read More »

Location Optimization

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, August 13th, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

In this article, I'm going to discuss location optimization. Location optimization, once you understand it, can be a great tool to save your clients tax dollars while differentiating yourself from the competition...Read More »

ByAllAccounts Reseller Spotlight Series: Interactive Advisory Software LLC

By ByAllAccounts Reseller Spotlight Series on Thursday, August 7th, 2014

ByAllAccounts Reseller Spotlight Series

Interactive Advisory Software is the industry’s leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide. Since our founding in 2001, the motivation behind our “one solution” technology platform has been to help our customers manage and grow their businesses with minimum hassle and maximum efficiency...Read More »

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