Neal Ringquist

The movement to integrate previously disconnected applications used on the advisor desktop grabs the “low hanging fruit” opportunity for efficiency – eliminating repeated manual entry of data, but Neal Ringquist says advisors are barely scratching the surface of opportunity.

As many planners have discovered, unsettled markets mean many nervous phone calls and emails from clients. Investors want to know why their investments may be down and when the turmoil will stop. And advisors have nothing in their toolboxes to relieve that anxiety. Except, maybe there's a simple tool right at their fingertips.