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How Dropbox Can Harm Your LA Investment Advisory Firm

Dropbox has become almost the de-facto standard in file sharing among the masses.  It’s a wonderful file sharing resource allowing friends and family members to easily share photographs, files and videos, particularly when they’re too large to be ...

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The Advantages LA Distributors Gain by Moving To Office 365

There’s a lot to communicate and keep track of as a distributor, particularly in a city as busy as Los Angeles; from shipments to stocking levels, and ordering to managing staffing, to finances and business projections.  So, wouldn’t it be simpler ...

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How Filing With eSignatures Can Benefit Los Angeles CPAs

You’ll no doubt remember the good old days of printing a document, signing it, faxing it to your client or partner, asking them to sign it, and then faxing it back. Long-winded and a waste of paper in the best of times and an increased security risk ...

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7 of the Best Online Technology Resources For LA Investment Advisors

Not only has the Internet become an increasingly popular tool for anybody looking for assistance with their finances, there are a number of quality resources for RIA specific technology content available that can help a professional Investment ...

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5 Issues Underperforming Distributors Have With Technology

If there’s one thing you don’t want, it’s technology getting in the way of your warehouse staff’s ability to fulfil your orders efficiently and effectively.  While often times your warehouse staff is siloed from your office staff, the technology ...

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3 Additions to Advent Axys that RIAs Should Know

Axys’ claim to fame is helping Investment Advisors to get more done during their day.  Interestingly enough Axys, which is Advent’s leading portfolio management solution, recently introduced a number of upgrades with the intention of improving the ...

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Things Encryption Software Does That Make it Harder to Support a Workstation for LA RIAs

As an LA RIA, there’s pretty high chance you come face to face with sensitive data, personal details, and financial information on a daily basis. And as a RIA, it’s your obligation to protect the interest of not only your firm but also of your ...

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Remote Access Best Practices for LA CPAs

Remote access is becoming more and more common across a range of industries these days and can make operating your Los Angeles based accountancy firm more effective than ever before. However, as with many technological elements of business, threats ...

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8 Ways to Protect Yourself From Ransomware

Ransomware.  The word sends shivers down responsible IT support person's spine.  There's nothing worse than being told not only that you've been infected by a virus preventing you from getting to anything on your network, but on top of it to be told ...

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5 Ways RIAs Can Wow Clients With Technology

As a service focused trusted advisor, there’s nothing quite like coming through and satisfying a client. Knowing that your skills and experience are helping them reach their financial investment objectives is a sure sign of a job well done. Imagine ...

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5 Considerations for LA RIAs to Make Before Moving to the Cloud

As a Los Angeles based Registered Investment Advisor, there’s a good chance you spend the majority of your time guiding clients into making the right decisions and monitoring markets so that you’re always one step ahead of the competition. And one ...

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