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How one RIA is running his practice on a Mac and finding it totally doable

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

Author Nevin Freeman June 29, 2011 at 3:06 PM
Admin:
no description available
Sunit Bhalla: I can log into my bank in seven keystrokes.

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June 26, 2014 — 8:40 AM

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June 26, 2014 — 10:05 AM

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Mentioned in this article:

SalesForce
CRM Software
Top Executive: Marc Benioff

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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