Secrets to Success-Advisor’s Tips to Cultivating a Strong Online Presence

Editor’s Note: We are pleased to welcome Cathy Curtis, Certified Financial Planner™ and Investment Advisor, to the Arkovi blog. Cathy was kind enough to share her secrets to success on cultivating a strong online presence. Cathy explains how she used her passion for personal financing and investing to find her niche and develop a vibrant, growing business. During the 10 years that I’ve been an...

Automate & Integrate Arkovi Reports with Evernote, Box.net & more

We are pleased to announce today that Arkovi customers can easily automate the distribution, via email, of their Arkovi archives to any email destination. Most compelling, this includes integration with Evernote, Box.net and Zoho Docs along with any cloud storage platform or digital storage destination that provides an email address for adding files. A new menu item in the system (see screenshot below) provides the...

Archive Google+ in Arkovi

We’ve had a lot of questions about addressing the need for archiving with Google+. The Arkovi team participated in the initial beta of Google+ and we are active on the platform now. In addition - we are supporting archiving of Google+ profile activity via our RSS integrator! While we work with the Google API - the Google team has not released the Google+ data to API as of yet. In the meantime...

Education Key Ingredient to Social Media Archiving and Compliance

As evidenced by the popularity of the blog: “5 Must-Haves to Look for From Your Social Media Archiving Provider”, we are pleased to see that social media archiving continues to be top of mind for advisors and compliance officers alike. As a pioneer of social media archiving solutions for financial advisors - we take our corporate responsibility of education seriously. We appreciate you taking the time...

A Social Media Discussion with Wired Advisor

Arkovi and Wired Advisor each sponsored and hosted the social media lounges at the Morningstar Investment Conference in Chicago this month (June 8-10). Stephanie Sammons, the founder of Wired Advisor, and her team were interviewing a number of attendees (listen in on the Wired Advisor blog) - and also took time to sit down and discuss social media and financial services with the Arkovi CEO, Blane...