O'Reilly logo

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

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, ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required