On June 16th, 2008 Investment News, "The Leading News Source for Financial Advisers" published a Technology roundtable transcript. It's an edited transcript of a round-table discussion that took place with several financial advisors about the use of technology in their practice. Topics include SECURING SYSTEMS AND DATA, FINANCIAL PLANNING SYSTEMS, COMMUNICATING CONCEPTS, AND MORE.

It's a great way to learn about some of the popular services out there. Many of the discussed services can be integrated into your AdvisorFlex™ 2.0 Website and/or Custom Client Portal. For instance, you can add screencasts to your Custom Client Portal to show clients recorded video demos from your computer screen. You can add an embedded web seminar (webinar) to your AdvisorFlex™ 2.0 Website to show prospects or clients your computer screen in real time. Save money by not using GoToMeeting, while getting clients and prospects familiar with your site.  

You can read the entire Investment News Technology Round-Table article here.