Virtual Offices, Large and Small– Large advisory firms often have different technology needs than small firms.  Here both large- and small-firm owners discuss the technology innovations they've adopted to increase productivity and profitability.

Integrated Technology Solutions– The term "Silver Bullet" has long been used to describe every advisor's Holy Grail of Software – the one suite of apps that does everything.  Learn about the new consortium of 20 independent software firms lead by Greg Friedman (Junxure CRM) whose mission is to foster open databases among all participants enabling them to link their solutions into a Best of Breed solution for financial advisors.

Paperless Offices, the Next Generation– Most advisory firms have either implemented paperless office (document management) technology, or realize they'll need to do it soon.  Yet, the technology options proliferate as document management becomes a universal phenomenon.  Learn about these options to implement the best possible system or tweak the system you already have.

Backup Systems and Disaster Planning– Backing up is critical; that's a given.  But backing up properly is deceptively difficult; advisors who think they have the right systems in place only discover those systems don't work when it's too late.  Further complicating the backup process is the widespread conversion of databases to the SQL program language.  Do you know if your backups are capturing all your critical data?

Other topics under consideration are:

Networks * Security * Outsourcing * Gadgets for Productivity…and many more!