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| > The Practice > Technology |
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| The Best of Technology 2009 |
| by
Joel P. Bruckenstein
| 12-10-09 |
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In keeping with the end of year holiday spirit, I've had a long tradition of using my December column to highlight some of the best products I've encountered over the previous 12 months. During the year, I heap both praise and criticisms on the products I review, so it is gratifying to have an opportunity to tune out the negatives and accentuate the positives. This year, as in previous years, we consider awarding candidates in three categories: hardware, software, and "rookie of the year."
Here are the ground rules: Software and hardware candidates can be either new products or improved versions of existing products that are capable of generating a positive impact on an advisory practice. Industry-specific products qualify, as do general-purpose products. Rookie of the year contestants are new products used by financial professionals that might not yet be perfected but either break new ground or hold great promise. In order to make sure that we only reward the most deserving products, candidates are not limited to products I've reviewed in this column over the past 12 months. In order to be considered, a product must be something I have tried and liked over the previous year; there are no other qualifications for consideration.
Before we go any further, let's not forget the annual disclaimer: Morningstar has no involvement in the selection process, so please direct all accolades and complaints directly to me. Morningstar or I do not necessarily endorse any product mentioned in this article. This is just my way of highlighting some products that are particularly worthy of recognition in 2009. And no, I don't present the winners with actual awards. Winners will have to be content with bragging rights until we do this again next year.
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Joel P. Bruckenstein, publisher of T3: The Newsletter, is the industry's expert on applied technology for financial professionals. In addition to his monthly columns, Bruckenstein consults with companies large and small to help them achieve higher returns on their technology investment. For more information of Bruckenstein's consulting services, or to have him speak at your upcoming event, please visit www.joelbruckenstein.com.
The author is not an employee of Morningstar, Inc. The views expressed in this article are the author's. They do not necessarily reflect the views of Morningstar. |
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