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Jan 5, 2007 9:18 pm

A comprehensive wireless software tool for financial advisors and

consultants. It provides the tools needed to drive sales, provide exceptional

customer service, and increase assets under management.



Curious? Let me know.

Jan 5, 2007 9:47 pm
skeedaddy2:

A comprehensive wireless software tool for financial advisors and
consultants. It provides the tools needed to drive sales, provide exceptional
customer service, and increase assets under management.

Curious? Let me know.


OK...I love riddles.


My guess is:  a pencil!


Jan 6, 2007 9:59 am

Jan 6, 2007 11:27 am

I am looking at getting a smartphone and was doing a little research on the

available software and came across this. It works on Blackberry, Treo, Q and

Blackjack. Blarmston was talking about impressing clients with an iPod voice

recorder but this is really impressive:



http://www.pyxismobile.com/products/mAdvisor/



Jan 6, 2007 12:19 pm

Can't say I know all about this tuff, but let me just say...


There's nothing I'd like more that to have my client's personal information floating through the airwaves where some clever geek can read it without me even knowing it.


I'd think twice, and then I'd make sure it was ok with my tech and compliance depts. And then I'd think a third time. The I'd remember how much my thumb knuckles hurt already. Then I'd think a fourth time.


And I LOVE gadgets and gizmos!


Mr. A

Jan 6, 2007 12:54 pm

You make a good point, but look at the client list, 23 of the top 50 asset

management cos. I think they too are concerned about privacy issues.



I am pleased to see a company totally dedicated to the field of brokerage

and asset management. It's like having Broker's Ally + Advent Software,

real-time in your pocket.



Must be expensive though.

Jan 6, 2007 1:17 pm

"Blarmston was talking about impressing clients with an iPod voice
recorder but this is really impressive."


I dont think I ever positioned getting that device as a way to impress my clients, but more as a way to improve my skills in terms of critiquing my calls and enhancing client meetings...

Jan 6, 2007 1:33 pm

Attention everyone, I misquoted blarmston and I accept full responsibility for

any damage to his already fragile ego.

















Sorry Blarmston.

Jan 6, 2007 3:02 pm

A fragile ego and lack of self-confidence is something that truly doesn't apply... If you wish to perceive me as someone in possession of those attributes- go for it...

Jan 6, 2007 5:32 pm
mranonymous2u:

Can't say I know all about this tuff, but let

me just say...



There's nothing I'd like more that to have my client's personal

information floating through the airwaves where some clever geek can

read it without me even knowing it.



I'd think twice, and then I'd make sure it was ok with my tech and

compliance depts. And then I'd think a third time. The I'd remember how

much my thumb knuckles hurt already. Then I'd think a fourth time.



And I LOVE gadgets and gizmos!



Mr. A





Amen, Mr A!



That's a good thing to be nervous about.

Jan 6, 2007 7:29 pm

A few months ago, I read a story about a couple of techies who sat in the parking lot of Lowes and used computer equipment to pick-up credit card numbers that were "floating in the air" from the registers inside the store. They caused a lot of problems before they were finally nabbed.


In addition, there are techies who drive around suburbs looking for home wireless connections to tap.

Jan 6, 2007 7:52 pm

Thats scary stuff. But this is simply a voice recorder. If there are

some thiefs sitting out in the parking lot with boom mics and

high tech devices pointed at my office then there is nothing we

can doabout that...



Personally,I would move to Mexico, live in a hut on the beach

and drink martinis.. I would have a native and a blond by my

side at all times as well...

Jan 6, 2007 9:46 pm

On rereading I guess this is not the device I thought it was. I thought it was going to be useful, updating quotes and market values on the fly.


It doesn't grab me, but then I don't do business that way.


Mr. A

Jan 8, 2007 1:02 am

Just thought to chime in on this thread.. GO TREO ..if you want secured portable access to your email ..calendar and quotes ..and if you use streetscape that is also there .. It is no more or less secure than any of your other connections on the web.. it is encypted through your cellphone provider..Great stuff .. If you are an out and about type.. myself being in the banking channel .. it is useful so I can keep a live calendar that all the branch offices can update.. but there is more functionality than that.. check it out.. AND when you do buy it .. also buy the stock..('cause I know all of that sounded likea  commercial..)

Jan 8, 2007 5:05 pm

I think I know the answer, but which do you prefer, the Palm OS over the

Windows Mobile OS for the Treo?



BTW, the stock to own, (I didn't) was RIMM. The Pearl is a thing of beauty.

Jan 9, 2007 11:01 am

And then there's this http://www.oqo.com/ 


Been sort of lusting over this for a few years, but never went for it.


If you're talking about functionality and WOW factor, this is WOWEE (IMHO).


Mr. A

Jan 9, 2007 12:42 pm
mranonymous2u:

And then there's this http://www.oqo.com/ 


Been sort of lusting over this for a few years, but never went for it.


If you're talking about functionality and WOW factor, this is WOWEE (IMHO).


Mr. A



Mr. A. 


Be careful with that one.  The object of your lust is an ultra-mobile PC or UMPC.  They have been floating around my industry (Real Estate) for a year or so.  Most of the products do not have the horsepower to make it just yet, although the new Sony shows real promise.  Other producers include Samsung, Tabletkiosk, Asus and Founder.  I have decided to stay on the sidelines for another year until performance increases.  We use Fujitsu Tablets.  Google UMPC.  There is some really slick stuff coming. 


As an aside, this discussion comes at a perfect time.  My interview process is proceeding nicely so I am beginning to research support aspects of becoming an FA.  I am curious what system most of you use to stay informed and organized while mobile.  Are PDAs & smart phones the order of the day or will a daytimer work better?  Seams like there is too much data for the pencil and paper routine. 


Thanks


redleg1

Jan 9, 2007 12:52 pm

Thanks.


I'm pretty sure I'll just Oogle it for quite some while. I really have no use for it.


Still, it has to have more brainpower than the pfysix thing that started this thread, right?


Mr. A