cloud-based computing

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  Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs

  By Michael E. Kitces  |  February 4, 2013

  Having near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 11, Big Data

  By Spenser Segal, ActiFi  |  September 13, 2012

  To take advantage of Big Data, first know what you want to achieve, envision how your business would be different if you had the right information, and then decide on what data to track, how much of it to keep, and how it will be analyzed.

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 7, Cloud-Based Computing

  By Spenser Segal, ActiFi  |  June 29, 2012

  Moving data and software to the cloud provides many benefits for advisors and their partners, but be aware of the attendant security and compliance issues.