Tuesday February 7th 2006
Technology tools that save you time and money.
Vendor Match Service
Registered Reps Trading Places
Free and anonymous service to receive competitve offers from Broker Dealers.
Complete an anonymous online profile, receive offers, discuss details and negotiate with Broker Dealers using a private email account.
Dragon Naturally Speaking
Speech recognition software for your PC.
Dictate notes from client and prospect meetings into your PC. Send e-mails and instant messages, surf the web and create documents by speaking.
Offers instant, on-line, on-demand access to current prospectuses and supplements.
Prospectus Central provides financial advisors and their clients with instant access to current prospectuses delivered via e-mail, printer, or burned to CD, compliance tracking and customized expense analysis. Prospectus Central will help keep financial advisor’s mutual fund data distribution organized, efficient and in compliance.
Free software that lets you update your address book quickly and automatically.
Plaxo, Inc. keeps people connected by solving the common and frustrating problem of out-of-date contact information. Plaxo provides a free service that securely updates and maintains the information in your address book. Plaxo is the universal digital assistant; available to you wherever and whenever you need it to keep you organized.
Estate Profiler Pro
Accurate, approachable and affordable financial and estate planning software.
This unique product, developed by an Estate Planning Attorney and the trusted advisors he worked with over the years, is the first to be predicated on a team approach. It is the first to provide easy communication between all of the experts required to manage wealth in today’s world: Attorney, CPA Financial Planner, Broker, Insurance Agent, Trust Officer, Banker and Client.
Easy to use financial planning software for middle market clients.
IncomeMax is a needs analysis and retirement planning sales tool that enables agents and planners to quickly evaluate their clients financial situation, areas of need, and position product solutions.
Family Law Software
Divorce financial planning software.
The Financial planner is a comprehensive financial planning product to enable you to plan effectively for clients who are dealing with divorce.
Remotely access your computer with an Internet connection.
MyWebEx PC lets you access your own computer securely from any remote location and all you need is a computer with a web browser and an Internet connection. MyWebEx PC essentially ‘brings your computer to you’ no matter where you are.
Email PowerPoint presentations without any attachments.
Software that lets you email PowerPoint presentations to clients and prospects without using attachments.
Create, merge and edit PDF files at a fraction of the cost of other products.
ALLPDF gives you the ability to create and manage email attachments with just the information you want your recipient to see, in the order that you want them to see it, and in a way they can be confident of avoiding viruses.
Simple and affordable web-conferencing.
Glance is a simple and affordable product for instantly showing a live view of your PC screen to anyone you choose. Give a presentation. Review a financial plan with a client. Qualify a prospect. Go over a spreadsheet. Everything you see, your attendees can also see. Glance has virtually no user interface and no confusing “modes” of operation, so it takes just seconds to learn. Glance installs on just about any PC in about a minute. Invited guests connect in seconds with their Web browsers and do not have to download Glance software.
Software that automatically logs you on to password protected sites with 1 click.
Many websites you visit require you to enter a username and password to logon. After a while, it becomes difficult to remember all your accounts and passwords. AccountLogon lets you save the usernames and passwords for these accounts. You can then bring up a menu of these password protected web accounts and simply logon to any of them with a mouse click. You don’t need to change your individual website passwords since AccountLogon remembers them and fills them in automatically.