Skip to Main Content
Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
book

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

by David J. Drucker, Joel P. Bruckenstein
January 2013
Intermediate to advanced content levelIntermediate to advanced
227 pages
7h 19m
English
Bloomberg Press
Content preview from Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Chapter 9

The Cloud

Using a Cloud-based IT Infrastructure to Enhance Profitability

J. D. Bruce, MS, CPA, PFS

President, Abacus Wealth Partners

Understanding Cloud Computing

To help you understand cloud computing, I intend to explain to you how I transitioned a national registered investment advisor (RIA) firm with multiple offices from a situation that could be described as an IT disaster to a happy and content 100 percent server-free existence. My firm, Abacus Wealth Partners, will serve as a case study illustrating the pitfalls and silver linings of living the cloud lifestyle.

I do practice what I preach. This entire chapter was written in the cloud, end-to-end. The original invitation came via Gmail. I wrote the outline using MindMeister, ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Creating Strategic Value through Financial Technology

Creating Strategic Value through Financial Technology

Jay D. Wilson Jr.

Publisher Resources

ISBN: 9781118480533Purchase book