Apple v PC - what is best for Financial Advisers?
by Kevin Chalk
1. Industry programes?
1.1. Voyant
1.2. FE Analytics
1.3. SelectaPension
1.4. Dimensional Returns
1.5. Unipass
2. What are the issues?
2.1. Data protection
2.2. Theft/disaster recovery
2.3. Access & Mobility
2.4. Cost of software / hardware
3. Where is data held?
3.1. List current data locations
3.1.1. Decktop PC hard drive(s)
3.1.2. Network Server
3.1.2.1. Office based or hosted in a virtual environment
3.1.3. Laptop hard drive(s)
3.1.4. Mobile phone
3.1.4.1. Android
3.1.4.2. Apple
3.1.4.3. Windows
3.1.5. iPad or Tablet
3.1.5.1. Android
3.1.5.2. Apple
3.1.5.3. Windows
3.1.6. Paper
3.1.7. Cloud storage
3.1.7.1. File storage programs
3.1.7.1.1. Evernote
3.1.7.1.2. Box
3.1.7.1.3. Dropbox
3.1.7.1.4. Google Drive
3.1.7.2. Data within Web only apps
3.1.7.2.1. CRMs
3.1.7.2.2. Accounting packages
3.1.7.2.3. Email clients
3.1.7.2.4. Calendar
3.1.7.2.5. Project management
3.1.7.2.6. Presentations
3.2. Data security
3.2.1. Safe and secure
3.2.2. Meets data laws