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Andy Gluck's "The Fee-Only Client Newsletter" |
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A well-written newsletter for clients that addresses
financial issues from the fee-only perspective. |
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Ed Slott's IRA Newsletter |
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A
downloadable IRA newsletter
for professionals who work with
client retirement plans and
IRAs, especially with regard to
Required Minimum Distributions
(RMDs). |
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Email Encryption |
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ZixMail is a
desktop email encryption
solution that provides
secure emails. It’s an
easy-to-use service that
encrypts and decrypts emails and
their attachments
with a single click.
To receive a $20 discount on each license, go to
ZixEncryption.com
and click on Add to Cart. Enter
the number of licenses that you
need and proceed to checkout. Enter “PROTRACKER” in the Comments field to obtain
the discounted price of $105 per email address per year.
You will need one ZixMail license for each originator of
secure emails in your office. |
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Financial Planning Association
(FPA) |
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Changing information updates for financial
planners. |
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Financial Support Services |
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Financial Support Services is a PortfolioCenter/CenterPiece)
Service Bureau® and professional out-sourcing service which
provides alternatives for financial, accounting and legal
professionals who prefer to devote less time and expense to
maintaining data and managing a back-office staff. FSS services
are specifically designed to streamline operational
activities and provide information quickly and
efficiently. |
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IPS AdvisorPro |
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An
online Investment Policy Solution
for the professional wealth
manager. |
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Krisan's Back Office, Inc. |
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Offering
PortfolioCenter® support for investment managers
since 1992. |
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Natalie Choate's Life and Death
Planning |
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Learn about the
indispensable guide to the
mysteries of IRAs and qualified
plans. |
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National Association of Personal Financial Advisors
(NAPFA) |
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Learn about the
indispensable guide to the
mysteries of IRAs and qualified
plans. |
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Trumpet, Inc. |
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Virtuoso software marries
ProTracker Advantage to the
Worldox paperless office system.
Client documents are just a
click away. View
a screenshot of
the integration at:
http://www.trumpetinc.com/images/protracker_virtuoso.gif
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