Some great stats courtesy of Joel Bruckenstein's 2011 Tech Survey and Report
Dreamforce - THE Cloud Computing Event of The Year!
On September 18th, 70,000 people will descend on San Francisco for Salesforce.com's Dreamforce conference. For four days people from around the globe will learn how to better use the leading web based CRM system, and look for other applications and services found in the enormous ecosystem of consultants, apps and independent software vendors, like us. We'll be busy at booth 237 and connecting with our partners, but if you were one of the lucky ones to find a hotel in the city, be sure to stop by – at least for the booth swag!
A Yellow Brick Road leading to the cloud...
"Everything we do, we do differently than we did 18 months ago. We've reengineered the entire firm to change the client experience," said John Ohmer, CEO of YellowBrickRoad Financial Advisors. "It's made portfolio reporting and financial advising completely different than anything we've ever experienced."
What John and his team did was to go boldly to a place where they had not gone before...that place is called the cloud.
The Cloud Invades NAPFA National
NAPFA National was the first financial services conference we have attended that was not a technology specific conference, so we weren't sure how many advisors would be there looking for technology solutions...turns out, nearly all of them were.
After spending the week talking about the cloud and hearing from the source what financial planners want from their technology to serve their clients, here is some of what we learned:
NetDocuments Client Portal Review
NetDocuments was recently reviewed in the t3 newsletter which deals with technology for financial services professionals. It was written by David Drucker who, along with Joel Bruckenstein, administer the t3 conference and newsletter. Along with running t3, David Drucker is also a journalist, speaker, financial advisor, pit bull rescuer, biker, classic car nut, gadget geek, and bluesman.
In his recent article titled, "A Sampling of Client Portals," Drucker reviewed four different products that provide client portal functionality for financial advisors. The four products reviewed were Advisorsites, Family Office Network, NetDocuments and Make It A Good Day.