Top tech products for advisers in 2012

12/16/2012 | Morningstar Advisor

Bill Winterberg, CFP, a technology and operations consultant to independent financial advisers, examines the best back-office technology, the best client-facing technology and the innovation of the year. The winners in these categories that he picks are ShareFile by Citrix Systems, Google+ Hangouts On Air and inStream from inStream Solutions.

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