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30 Jun 09

50 ways to leave costs behind and earn more - Investment News

  • “Do you have space that somebody else could be using?” Maybe a referral source that you have, perhaps a CPA, who also has a lot of space, and you might be able to combine your space.
  • I know of one situation where a practice owner offered 10% of the savings over a 12-month period as a bonus, so he only paid if, in fact, there were some savings. He said to his staff, “If you come up with some great idea, I'm actually prepared to share some of the savings with you.” And that got people thinking about saving costs. So, get your staff involved.
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26 Jan 09

Mirra » Sign Up

Mirra was recommended by RMR. They use it to back up their files as well as share files with clients.

www.mirra.com/signup.jsp - Preview

mirra external hard drive file sharing client vault personal server computers Practice Management

  • Mirra automatically creates a free Web Account for you.

    When someone shares files with you from his or her Mirra Personal Server, Mirra creates a Web Account for you and sends you an email with instructions on how to access it.

    If you purchase your own Mirra Personal Server, Mirra sends you an email with instructions on how to access your Web Account
08 Sep 08

MailBanc compliance platform - InvestmentNews

  • MailBanc consists of Message Defense (antivirus and anti-spam), Message Archiving (for capturing and retaining all messages) and Message Surveillance (filters incoming and outgoing emails based on keywords and phrases developed specifically for investment advisors and broker-dealers). A bundle of the three services costs $13.75 per user per month.

    Competitors to MarketCounsel’s product line include Digital Info Security Co. Inc. (disecurityco.com) of Westminster, Colo. Global Relay Communications Inc. (globalrelay.com) of Vancouver, British Columbia; LiveOffice LLC (advisormail.net) of Torrance, Calif., with its AdvisorMail solutions; and Smarsh Inc. (smarsh.com) of Portland, Ore.

Advisers need to be web-savvy - InvestmentNews

  • Some companies who customize websites for advisers include FinancialVisions of Portland, Ore.; Pro Site Plus of Webster, N.Y.; CEPAdvantages.com of Lacey, Wash.; JABWeb Solutions of Beverly, Mass., and Advisor Products Inc. of Westbury, N.Y.

Soulsby Accounting Group

citied in Investment news 08/04/08 as a good outsourced solution for bookkeeping needs.

www.soulsbyaccounting.com - Preview

outsourcing accounting bookkeeping Practice Management Compliance

  • "My best clients are paying me between $1,200 and $1,500 a month, and for those clients we are doing a lot of work, from billing to paying bills, payroll, all their reconciling — anything in terms of bookkeeping that they need," she said.

    Ms. Soulsby estimated that she can cut some adviser's accounting costs each month by about 20%, depending on the level of services.
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