You Manage Your Files (FMS)

Our clients use a file management system (FMS) to track, publish and store electronic documents on a public website, private Intranet or back office repositories. Many of our clients will utilize a FMS to publish files to individual customers or even to customer groups. By providing a secure environment where employees, customers or potential customers can access files, a FMS is a powerful management system existing in the cloud and adhering to the latest security and compliance protocols.

Companies will use a FMS to help organize and catalog files, making it easy to track who updates files, when they are updated and who receives them.

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Best of Blotter Blog Posts …

How to argue with manners

I was trying to argue with manners during a panel forum when my mic stopped working. “Is the mic working? Can you hear me in the back?” I asked loudly. Someone in the back of the room screamed at the top of his voice, “I can’t hear you talk!” At which time a lady in the front row piped up, “Hey fella, that’s perfect! Let’s switch seats now.” A great communicator’s success, to a large degree, comes from an ability to argue with manners and without causing undue fatigue or frustration to those participating. The level of persistent disagreement around public policy today is disheartening but unlikely to abate. The constant vitriol is creating problems and enormous challenges in our communities – challenges that are disruptive to business, stable government, safety and to civil order. But in all this disorder and frustration, lies opportunity. My own skills have been honed to argue with manners and respect. I have come a more
Firings at North Carolina finance companies is good for CFPs

Bank America is firing employees big-time in 2016. They want to automate the way financial investing is done, moving investors to mobile applications. Mobile investment options and other automated technology are the real reason banks are making cutbacks in North Carolina. North Carolina finance companies are increasingly automating the way investing is done, which means there’s a large likelihood that phone banks will replace financial advisors. It’s an ongoing trend that warrants a lot of concern in you are watching North Carolina financial firms. Charlotte, N.C.’s Bank of America is planning to fire corporate jobs by the hundreds if not thousands in 2016, according to one employee who spoke with TopOfBook off the record. (Bank of America spokesman Jefferson George confirmed the layoffs.) Bank of America continues to cut workers within the company with an aggressiveness not seen since the 2008 Great Recession impacted North Carolina finance companies so negatively. In its report on the profit of their fourth quarter more
Early Retirement: The truth about saving 10% for ten years

Saving 10% percent for ten years could help with early retirement if you are using an investment advisor who capitalizes on good investments. But the plan doesn’t yield much interest if investments are only in bank savings accounts. TopOfBook recently rated King Financial Coporation in Concord, NC and Durso Financial Planners in Charlotte, NC as the top two financial advisors. But what about those of us who are starting from the beginning? Here’s what to do if you don’t have enough money to hire a financial advisor Retirement planning is a strategic discipline practiced by CFP™ practitioners and financial planners with the ability to create an investment portfolio with your long-term objectives in mind. Investors need to be realistic, but they also need to be aware of unique investment opportunities which could yield higher interest. How the plan works For an individual making only $36,000 per year, which calculates to around $3,000 per month of untaxed income, a ten percent more

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