ScanSnap Manager V7 makes older ScanSnap hardware like my S1500 compatible with 64-bit Mac OS operating systems Back in 2016, I updated one of my posts about the Fujitsu ScanSnap S1500 compatibility with Mac OS X Mavericks so that my workhorse of a scanner can still be used with modern software without having to decommission the scanner and purchase a new one. My Fujitsu ScanSnap S1500 can run on Mac OS X Sierra, Catalina, and Monterey with the new ScanSnapManager V7 I hesitated updating Mac OS X beyond High Sierra on my desktop machine strictly to maintain functionality of my ScanSnap S1500 ..read more

From Schwab IMPACT® 2019, I connected with Envestnet | Tamarac SVP Julie Williams to learn about ways financial advisers are leveraging the company’s technology platform to grow and scale their business. Also, be sure to save the date for the 2020 Envestnet Advisor Summit, coming April 29 and 30 in Austin, TX. Visit https://www.envestnet.com/advisorsummit/ for more information. Click here to watch on YouTube. IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac Music: The Zampetti Yeti by Mikey Geiger, licensed via Soundstr ..read more

In what’s becoming an annual tradition while attending the Schwab IMPACT® conference, I once again connected with John Connor, VP of Digital Advisor Solutions with Charles Schwab to tour a sampling of the vendors participating in the “Tech Alley” in The Exchange. Join us as we engage six advisor technology vendors during our tour to learn how each of them helps advisors be more efficient when offering services to clients. Tour stops include: Orion Advisor Tech: https://orionadvisortech.com/ AdvicePay: https://advicepay.com/ Agreement Express: https://agreementexpress.com/ RightCapit ..read more

From Schwab IMPACT® 2019, I connected with Kartik Srinivasan, Managing Director – Digital Advisor Solutions at Charles Schwab to get updated on the progress Schwab Advisor Services has made with fintech integrations. We cover one of the multiple opportunities attendees of Schwab IMPACT® 2019 have to view the latest integrations available as well as hear from vendors and advisors address the ways they are leveraging integrations in their business. Click here to watch on YouTube IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac ..read more

From Schwab IMPACT® 2019, I met with Andrew Salesky, Sr. Vice President of Digital Advisor Solutions at Charles Schwab to discuss the company’s technology announcements over the past year, and update financial advisers on the Schwab Advisor Services roadmap for the near future. Click here to watch on YouTube. We cover the latest in the Digital Account Open functionality, the addition of status transparency between financial advisers and the Schwab back office, updates to Portfolio Connect, and more. IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http ..read more

In our day two coverage of the 2019 Envestnet Advisor Summit, we learn what’s new in the Envestnet product roadmap, hear what financial advisers want from their technology provider, learn about the new acquisition of MoneyGuide, and how Bill Crager feels the company is positioned to deliver Financial Wellness to millions of households in America. Click here to watch the video on YouTube: https://youtu.be/4PcKDgLt_aI 2019 Envestnet Advisor Summit video coverage sponsored by Envestnet, Inc. Visit https://www.envestnet.com/ for more information. Envestnet is a leading provider of integrated ..read more

Join us as we give you an update on many changes from the last 12 months at Envestnet, including new leadership, new acquisitions, new products, and new features. Filmed in Austin, TX during the 2019 Envestnet Advisor Summit.2019 Envestnet Advisor Summit video coverage sponsored by Envestnet, Inc. Visit https://www.envestnet.com/ for more information. Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The company’s open architecture platform encompasses a broad range of institutional-quality resear ..read more