1. Dealing with Data
Brandon Hall

2. Objectives Expose data for what it is
Show you systems that can help you
Spend some time talking about how to safeguard and protect data
Share some plans with you on the future
Address as many questions as we have time for

3. You will know Learn the proper ways to handle data
Get some ideas on better methods when working with your data
Know how to safeguard your data
Learn the software programs that can make you a data ninja
Decrease your data entry and increase your value

4. What is data? Data – Important and valuable pieces of
information gathered
to make your business
profitable.

5. What is Data Entry Data Entry – A necessary evil
that should be completed in
as short a time as possible
and never repeated.

6. What do we do with it?
Put your data in a CRM. No matter how you get it, put it somewhere that you can use it again.
Data entry decreases as integration increases.
Use it as much as you can. Form filling, data mining, account opening, anywhere.
Entering the same data more than once is a waste of time and resources.

7. Integrate

8. Integrate
Many of the software programs FHC talks about can integrate with one another, and we are continuing to expand.
Netx360 integrates with Smartoffice, Redtail, Albridge, Moneyguide Pro, and more.
Smartoffice integrates with Albridge, Laserapp, some phone systems, and more.
Laserapp integrates with a ton of different data sources including it’s own database. My recommendation is to use your own CRM to get the most benefit from your data.

9. Integrate your data, and you will be Ninja

10. What can be done with these ninja integrations?
Albridge will feed client and account data to Smartoffice to give you current account values when you look at your client records.
Laserapp will pull from your client information within Smartoffice and populate a large number of fields on forms that are always kept up-to-date in Laserapp.
Smartoffice will feed NetX360 in client onboarding to populate fields and decrease data entry on new account openings.

11. Albridge Integrations
AdviceAmerica
AdvisorVision
Advicent
NaviPlan and Profiles and Figlo
Advisor Products Inc.
AdvisorSites
AdvisoryWorld
ICE
Allied Financial
Act4Advisors
AppCrown
CRM
Aralia
Estate Planning Network
Big Contacts
Big Contacts for Financial Professionals
BlackRock
BlackRock Advisor Site, Fund Information
Blaze Portfolio
Atom Align
Cheshire Software
Wealth Manager
Client Marketing Systems, Inc.
Advisors Assistant
CRM Software
Junxure I
Eaton Vance
Eaton Vance Products, Fund Information
Ebix CRM
SmartOffice
Efficient Technology, Inc.
Quik! Forms Library
eMoney
Advisor Platform
Finance Logix
Advisor and Client Portal
Fiserv
AllData Advisor®
Gentech
Nexus
Gravity Investments
G-Sphere, Portfolio Diversification and Optimization
Gx Works LLC
HiddenLevers
inStream
Financial Planning
Interactive Data
Albridge Market Information
LaserApp
Form Filling Technology
LifeYield
Unified Managed Household & Retirement Income Technology
Lumen Systems
Financial Planning Professional
MasterPlan Financial Software
MasterPlan
Money Tree Software
TOTAL Planning System
Morningstar®
ByAllAccounts
NICE Actimize
Actimize Brokerage Compliance
Ordex Systems
WealthMax
Pareto Platform
Business Development Relationship Management
Pershing, a BNY Mellon company
NetX360®
PIE Technologies
MoneyGuidePro
ProTracker
ProTracker Advantage
Prudential
Prudential Funds Professional Site, Fund Information
Redtail Technology
Our Business Online
Riskalyze
Risk Management
RiXtrema
Risk Analysis
Smarsh
smarshCRM
SunGard
PlanningStation / AllocationMaster
Sycamore
Client Manager, Compliance Manager
Tango Consulting
Analytics
Upswing
Upswing CRM for Advisors
Wealth2K
Income for Life Model
Wealthbox
CRM
Wealthtrace
Financial Planning

12. Laserapp Integrations
Sage ACT!
Act4advisors
Advisors Assistant
AgencyBloc
AppCrown
Athene Group
BD Equalizer
Ebix CRM (Smart Office)
Dynamic Methods
GoldMine
GBS, Inc.
Grendel
IAS
Junxure
Junxure Cloud
KnowITOnline
OfficeTools WorkSpace ™
Outlook
Pareto Platform
PracticeBuilder
PracticeBuilder
Prosperity Systems
ProTracker Advantage
redkite
Redtail Technology
Salentica
Salesforce
SalesPage
SmarshCRM
Tamarac
Wealthbox CRM
XLR8

13. NetX360 Integrations Over 250 of them Notable ones Albridge
Smartoffice
Redtail
Signix

14. Integrate Marketing Marketing Library integrates with Smartoffice
You can obtain compliance approved content and import it directly into Smartoffice as letters
Mass mailing can send these out into your marketing campaigns to all your client records, or just ones you have built in sets based on certain dynamic criteria

15. Integrate Marketing
Don’t like Smartoffice for mass mailing? Use Constant contacts
Constant contacts also integrates with Smartoffice
Submit mailing lists to constant contacts directly from Smartoffice
Reap the benefits of analytics from your marketing campaigns, who opened, who deleted, who gave you a bounce message and why, etc.

16. Protect your data
Use only FHC approved storage locations for your data.
Encrypt anything sent out from internal office systems. Communication between you and FHC when using your FHC is a secure method.
Back up data using an off-site
location.

17. Approved Storage Locations
Currently we have one official cloud storage provider called Sharefile.
Sharefile is $30 / month per full user license.
Sharefile is obtained through FHC.
Redtail and Smartoffice are approved providers but incur increasing costs as your storage needs increase.
FINRA uses Sharefile

18. Encrypt transmitted data
Zix is your friend!
Well how do I use this magical Zix thingy?
You can set your message sensitivity to confidential
You can type ZixEncrypt in your body or subject
There is a safety mechanism if you forget, but it’s not perfect
Your clients can respond back securely via a very simple portal call Zix Portal.

19. How does Zix work? It’s magic
You can set your message sensitivity to confidential
You can type ZixEncrypt in your body or subject
It really is that easy

20. Encrypt data in transit
If you do take data with you, it must be encrypted
Vehicles used to move data:
Laptops
Mobile phones
Tablets
External storage devices

21. Use proper passwords
Make great passwords, or use software to make them for you.
No one can remember passwords unless you’re some kind of savant, but don’t write them down and tape them on the device they’re for.
Store your passwords in an encrypted place - Roboform

22. Back up everything
We have one approved backup provider, and they have different packages that fit certain needs better than others.
Carbonite has various different packages to meet your needs, including one specifically for backing up NAS devices you have connected to your own network.
Sharefile has multiple duplicated redundant storage locations geographically diverse and incredibly fault tolerant. Meaning they back themselves up.

23. Prices Laserapp $25/mo the first year, $14/mo after
Albridge $192.50/mo billed weekly
Sharefile $30/mo per full user

24. Questions?