Pittsford, NY, March 28, 2008 --(
PR.com)-- James Frey, Director of Information Technology for Ensemble Financial Services and Director of Operations for Ensemble’s parent company, AM&M Financial Services, is featured in the January issue of Virtual Office News, a monthly newsletter that addresses practice management and technology issues for independent financial advisors.
As an employee with the firm for more than eight years, Frey has seen firsthand the impact that technology has made in the financial services industry. “When I first arrived, we had two very rudimentary desktop computers being used as servers, a data closet with wires everywhere, and all kinds of outdated technology,” Frey says in the article. Since that time, Frey has made it a priority to make sure the company stays updated with technology. As the leading outsourcing company for independent financial advisors, Ensemble’s IT Consulting Services is a key offering in the Ensemble suite of solutions. Ensemble’s technology platform gives outside advisors a custom-built workflow system that ties into the platform’s CRM offering— SmartOffice — as well as MoneyGuidePro, a rebalancing system, IPS AdvisorPro, LaserApp and access to Morningstar tools. Today, Frey leads a staff of IT experts in supporting the technology suite that is integral to Ensemble’s outsourcing programs.
In the piece, Virtual Office News Editor David J. Drucker writes that in today’s financial services industry, the size of the firm has little to do with the types of technology tools that firms utilize. “I know of sole practitioners who use SalesLogix, Naviplan, and Albridge, just as AM&M does.” He goes on to stress the importance of technology in financial services firms. “One thing is for sure though… as you grow your firm, technological sophistication moves from ‘optional’ to ‘mandatory’. Without it, the larger firm will more quickly become mired down in information overflow and chaos.”
About Ensemble Financial Services, Inc.
Ensemble Financial is a leading provider of outsourcing services to independent financial planners and advisers. From clerical assistance and back-office support to full financial planning collaboration, to being an independent broker-dealer, Ensemble Financial helps independent practitioners grow their businesses by providing a broad spectrum of outsourcing services. Ensemble Financial Services, Inc., Member FINRA SIPC, is an independent Broker/Dealer and Registered Investment Advisor. Headquartered in Pittsford, New York, Ensemble Financial is a subsidiary of AM&M Financial Services, Inc.
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