Category: Compliance

I am uncertain about the name but the folks at http://www.yesware.com/ have created something useful for financial planners (and others). It replaces "read receipts" and is a plugin for Google Apps or Gmail. It puts a small...

Evernote, a popular note taking piece of software and one that this site highlights has been hacked. See http://blog.evernote.com/ No client notes have been stolen and the vibe from the internet is that Evernote have handled it...

OK I have had it with cold callers. We take about 5 calls a day from unwanted callers. Yes our office manager acts as a gatekeeper but this is still very inefficient and some do get through. TrueCall is a gadget that goes...

One of the central aspects of choosing to be an Independent Financial Adviser post-RDR is the ability to prove independence. A number of tools are coming to market that offer to help via an interactive spreadsheet. The two...

Evernote allows "copy link" functionality. This allows any 3rd party application to link to the exact note you have created. We use it with calendar entries linking with the most recent client notes/correspondence. We also use...

Being able to do a quick term quote whilst out and about might be useful. The software is version 1 so may still be a bit buggy.

Our combined registers for new business and MI used to be kept on Dropbox. However, Dropbox does not allow for more than one person editing at a time. Google spreadsheets allows multiple editing. As we are often concurrently...