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ConvertExcel2TXF (zip)

This handy little utility will convert your capital gains transactions from an Excel file which most brokers offer for download to a TXF, which you can import directly TurboTax and TaxCut. This utility works with data from popular brokers such as Etrade, Interactive Brokers, OptionsXpress, TradeKing, TradeStation, and others. This...

Tags: Broker, Utility, Investotek, Microsoft Excel, Microsoft Office, Office Suites, Software

Software downloads 2008-03-12

Australian Finance Group Grows Loan Portfolio to A$35 Billion in Five Years

In 2001, Australian Finance Group AFG developed a five-year strategy to implement a new, integrated technology platform to help it win a bigger share of the booming Australian residential mortgage market. With brokers playing a major role in facilitating housing loans, a key objective was to develop a tool for...

Tags: Oracle Corp., Broker, Business Development, Strategic Planning, Sales Strategy, Mortgages, Strategy, Sales Force Management, Management, Sales, Finance, Capital Structures

Case studies 2007-05-01

Autonomic System Management in Mobile Grid Environments

Mobile device integration in grid environments is a challenge for many researchers. Due to the transient nature of mobile devices, service management is a critical, but often overlooked area of research. The paper proposes a distributed broker responsible for the autonomic management of grid services. The broker provides self discovery...

Tags: Mobile, Environment, Australian Computer Society, Broker, Advertising & Promotion, Marketing

White papers 2006-10-20

Crowe's Proven Approach to Sarbanes-Oxley Helps Insurance Broker Manage Change Across Multiple Units

A leading insurance broker originally turned to Crowe Chizek for help in documenting general controls across 12 units to meet Sarbanes-Oxley compliance requirements. After conducting a pilot review at just one unit, Crowe was able to illuminate major gaps in IT controls. This led the broker to design, with Crowe's...

Tags: Sarbanes-Oxley Act, Broker, Crowe, Change Management, Sarbanes-Oxley, Insurance, Financial Planning, Regulatory Compliance, Leadership, Team Management, Regulations, Tools & Techniques, Management, Government, Financial Accounting, Finance, Business Operations, Corporate Insurance, Human Resources, Policies And Procedures

Case studies

Norwegian Shipbroker Increases Sales, Competitive Edge With Integrated Solution

Oslo, Norway-based Lorentzen & Stemoco (L&S) is a shipping brokerage firm whose 73 skilled personnel serve clients 24 hours a day. For L&S brokers, access to real-time market and client information is critical: data from global contacts gets the best deals for clients. The company's disparate systems made it difficult...

Tags: Broker, Microsoft Corp., Portals, Microsoft Windows, Sales Strategy, Web Technology, Internet, Operating Systems, Software, Sales

Case studies

EBS Building Society Gains Competitive Edge With New Channel

For institutions such as Dublin-based EBS Building Society EBS, providing mortgage loans are more than a lucrative business, it changes lives. EBS wanted to add a new distribution channel for selling mortgage loans by using information technology to deliver a more compelling offering to brokers. This was solved by new...

Tags: Broker, IBM Corp., Application Servers, Middleware, Enterprise Software, Software

Case studies

Additional Resources

Yellow Pages Database Extractor (zip)

Yellow Pages Database Extractor allows you to search the online Yellow Pages and then extract contact details to build your own databases. Ideal for small business owners looking to build a marketing database. This will save you thousands on the cost of buying or renting databases from a list broker...

Tags: Profit Minute, Storage, Databases, Hardware, Enterprise Software, Software, Data Management

Software downloads 2008-07-21

Microsoft: $60 billion in annual revenue, but sour 4Q and a money-losing online business

Microsoft: $60 billion in annual revenue, but sour 4Q and a money-losing online businessUm...yeah...no wonder YHOO is running from M$?"Is it any wonder why Microsoft is so hot for Yahoo? Something has to save this online unit."In a year's time, instead of improving their online biz, M$ has more than...

Tags: Investment, Microsoft Corp., Yahoo! Inc., Google Inc., online business

Discussion threads 2008-07-17

Twitter going commercial?

According to Mike Arrington, there is a commercial play for Twitter in the works. During a conversation with Ev Williams, Twitter co-founder: MA: What is your revenue model? Do you know yet? Have you thought about it? EW: We've thought about it. We had...

Tags: Twitter, E-mail, Operational Accounting, Productivity, Processors, Online Communications, Finance, Semiconductors, Hardware, Components, Dennis Howlett

Blog posts 2008-07-16

The Kübler-Ross of iPhone

The Kübler-Ross of iPhoneI think Kubler-Ross missed oneActually, there is one that should be added: Apathy. I guess it would start at the same stage as Denial, but never progresses beyond the simple "who cares" level.I won't ever buy an iPhone...why not? Because I don't care about having...

Tags: Web browsers, Apple iPhone, Web browser, Apple Inc.

Discussion threads 2008-07-15

Microhoo mudslinging: Icahn says Yahoo distorts facts of offer; Microsoft agrees

The Microhoo saga gets messier by the minute and will probably get worse as we near the Aug. 1 shareholder meeting where Carl Icahn tries to boot Yahoo's board and CEO Jerry Yang. We're back to dueling letters again and the saga is very messy Techmeme. On...

Tags: Yahoo! Inc., Microsoft Corp., Carl Icahn, Search, Yahoo! Press Release, Corporate Governance, Financial Accounting, Business Operations, Corporate Law, Finance, Larry Dignan

Blog posts 2008-07-14

VDIworks, Microsoft System Center and You?

VDIworks, formally the software arm of ClearCube, has announced that they're going to provide their virtual access technology, connection broker technology Senral and management software to organizations who plan to deploy Microsoft's Hyper-V virtual machine software. VDIworks already offers its technology to organizations using other popular virtual machine software. For...

Tags: Software, ClearCube Technology, Microsoft Corp., Virtual Machine, VDIworks, Desktop Virtualization, Tools & Techniques, Management, Dan Kusnetzky

Blog posts 2008-07-14

An IT productivity horror story

An IT productivity horror storyMiddlemen1, Speculating on your unconfirmed report, is there any love lost between the insurance companies and the independent insurance brokers? Relationships between suppliers and independent brokers tend to change over time. If the companies are after the margins of the brokers, automated communication may be the...

Tags: Financial Planning, IT productivity, information technology, insurance, insurance company

Discussion threads 2008-07-07

D-Softs DB Compare (exe)

DBC ensuring your applications don't fail due to a missing database structure object.DBC Database Compare is a fast, comprehensive database structure and data comparison tool.DBC can compares the schema of two Microsoft SQL Server databases and quickly locates the differences in tables, views, stored procedures or any other object in...

Tags: D-Softs, DBC, Storage, Databases, Hardware, Enterprise Software, Software, Data Management

Software downloads 2008-07-03

Care to spend your holiday weekend policing directory listings?

I'm not a fan in general of sites that create a listing or profile for you, hoping you'll eventually claim and/or correct it. This tactic, neither user-centric nor user-driven, is insidious for at least three reasons: inaccuracies proliferate, privacy is frequently...

Tags: Reunion.com LLC., Security, Denise Howell

Blog posts 2008-07-02

DB Compare 2008 (exe)

DBC ensuring your applications don't fail due to a missing database structure object DBC Database Compare is a fast, comprehensive database structure and data comparison tool.DBC can compares the schema of two Microsoft SQL Server databases and quickly locates the differences in tables, views, stored procedures or any other object...

Tags: Microsoft SQL Server, D-Softs, Storage, Databases, Hardware, Enterprise Software, Software, Data Management

Software downloads 2008-06-30

VMware debuts ThinApp 4, Desktop Manager 2.1 to elevate virtual desktop lineup

Not surprisingly, VMware is putting more emphasis on the virtual desktop. On Tuesday, the Palo Alto, Calif. company debuted a new version of its ThinApp application virtualization solution for running multiple applications on a Windows desktop and an update of its desktop manager broker with better...

Tags: Virtual Desktop, Application Virtualization, VMware Inc., Desktop Virtualization, Desktops, Hardware, Paula Rooney

Blog posts 2008-06-10

The insurers bid to fix health care

The health insurance industry, which some feel has created the health care crisis, has some proposals to fix it all. The proposals were sent, in press release form, as a set of principles for reform the industry claims could save $146 billion by 2015. ...

Tags: Industry, Health Care, Vertical Industries, Benefits, Healthcare, Strategy, Enterprise Software, Software, Human Resources, Management, Dana Blankenhorn

Blog posts 2008-05-30

Trader68 (exe)

Trader68 is a fully automated order routing system which allows you to trade your real-time signals live -- as soon as they are generated. Trade orders are routed from your system to your broker without any action required on your part. Enjoy hands-off trading of signals from Collective2 and TradingSolutions...

Tags: Signal, NeuroDimension, Trader68

Software downloads 2008-05-23

Business imperatives theme dominates Forrester's IT Forum conference opener

Forrester Research, the Cambridge, Mass. market research and analysis firm, kicked off its influential IT Forum conference today in Las Vegas with a keynote address by founder and Chairman George Colony on CEO success imperatives. What the success imperatives do you have? Colony asked a series of...

Tags: Innovation, Information Technology, Forrester Research Inc., Leadership, Strategy, Management, Dana Gardner

Blog posts 2008-05-20