Joel Bruckenstein

May 24, 2017

Using Two Factor Authentication with MS Office 365 Business Edition

I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
May 3, 2017

Quick Takes: Truelytics, A Business Intelligence Application for RIAs

Quick Takes are designed to provide readers with a quick overview of a product or service of interest. They are not designed to be a comprehensive […]
April 25, 2017

How eMoney Advisor Strategically Transformed Their Client Onboarding Experience

The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
April 18, 2017

Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
April 13, 2017

A Conversation with David Canter, New Head of the RIA Segment at Fidelity

On a recent visit to Boston, I had a chance to catch up with David Canter, the new Head of the RIA Segment at Fidelity Clearing […]
April 10, 2017

Orion Releases Orion Social, a Comprehensive Help and Training Resource

Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
March 17, 2017

Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]
February 28, 2017

Quick Takes: datAshur Pro, A Safe, Secure USB Drive

This article a part of the Quick Takes series, designed to give readers a quick overview of a product or service of interest. It is not […]
February 24, 2017

Quick Takes: ScreenMeet – An Alternative to Join.me or GoToMeeting

This article is the third in what I hope will be a frequent column that supplies readers with a quick overview of a product or service […]
February 16, 2017

Orion Announces the Launch of Eclipse at T3 Conference

Orion Advisor Services CEO Eric Clarke is demonstrating Eclipse, Orion’s next generation trading and rebalancing platform, at the 2017 Technology Tools for Today (T3) Advisor Conference […]
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