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5 Issues Underperforming Distributors Have With Technology

Mar 21, 2016

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

Mar 08, 2016

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

Mar 04, 2016

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

Feb 26, 2016

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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5 Ways RIAs Can Wow Clients With Technology

Feb 25, 2016

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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The Top 5 Social Media Mistakes That LA Distributors Make

Feb 24, 2016

As a distributor in Los Angeles, chances are you’re well versed in social media – you access accounts and platforms on a daily basis in order to build an online presence, strengthen your brand image, and encourage product engagement and customer ...

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

Feb 22, 2016

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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How Citrix ShareFile Can Help Your Los Angeles CPA Firm

Feb 19, 2016

File sharing is one of the best technical solutions to happen to accountancy in recent years, enabling CPA firms and their clients to share, make changes, and add amendments to documents, all online. Gone are lengthy waits while bundles of papers ...

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The 3 Things All Security Audits Must Contain for LA Distributors

Feb 18, 2016

As a distributor or manufacturer in Los Angeles, odds are you haven’t been subjected to a formal security audit. While for many industries audits are required, for manufacturers and distributors security is often times viewed merely as an option. ...

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7 Ways for LA CPAs to Keep Their IT Rock Solid During Tax Season

Feb 15, 2016

Tax season is a crucial time of year for Los Angeles Certified Public Accountants. With the filing deadline of April 15th always looming, the time period from January through April is one where CPAs don’t have the luxury to think about anything ...

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Strong Passwords are an Easy Start towards a Strong Cyber Security Footing

Feb 12, 2016

Your cyber security is more in your control than you think. I’ve seen too many people simply get overwhelmed by the words “cyber security” that it ends up paralyzing them to the point that nothing’s done about it. So, to get you going, and as is the ...

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