integrating remote offices into your la investment advisor firm (slideshare)

Integrating Remote Offices

into Your LA Investment Advisor Firm

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

http://www.techguideforlainvestmentadvisors.com/

Sponsored by


Craig PollackFounder & CEO

This article suggests ways

that an LA investment firm

can integrate its remote offices

and ensure a smooth and

unified operation


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VoIP and Video Conferencing


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Technologies such as VoIP

(voice over internet protocol)

and video conferencing


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can strengthen

communications with

customers and between offices


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VoIP allows calls to be sent and

received anywhere within the

company network


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Video conferencing lets

employees communicate

efficiently no matter where

they are located


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Centralized Data Storage


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Data needs to be set up in

one central location so it

can be easily secured,

shared, and backed up


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For most companies,

moving to the cloud will

make it easier to manage

data across a distributed

workforce


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Virtual Private Networks


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Virtual private networks (VPNs)

allow advisors at remote offices

to retrieve information without

needing to be on site


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Any company with satellite

locations should have a VPN

in place:


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they bypass the need for

leasing long-distance lines

and support costs are lower

because it is easily outsourced

to third-party suppliers
