CRM: migrated from Goldmine/Outlook to Salesforce CRM
DOC MGMT: migrated from server to Net Documents DMS and integrated with Salesforce
DICTATION: added Mobile Assistant and integrated with Salesforce
PORT MGMT: implemented Orion and integrated Salesforce
QUESTIONNAIRE: added Precise FP into data gathering process
EMAIL: moved to Office 365 with Smarsh archive
FINANCIAL PLANNING: improved use of Money Guide Pro and integrated with Salesforce
EMAIL DRIP: setup Mailchimp and integrated with Salesforce
FORMS: integrated Laser Apps with Salesforce
installed dual monitors
installed desktop TWAIN scanners to integrate with Net Documents eliminated 3 servers
MARKETING: moved to Advisor Websites for design, coding, and ongoing support
IT: hired onsite IT person
INVESTMENT: moved portfolio back office reconciliation & reporting to Orion
WITHIN THE YEAR:
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