featured in January 2008 issue
PITTSFORD, NY - James Frey, Director of Information Technology for Ensemble Financial Services and Director of Operations for Ensemble's parent company, AM&M Financial Services, is featured in the January issue of Virtual Office News, a monthly newsletter that addresses practice management and technology issues for independent financial advisors.
As an employee with the firm for more than eight years, Frey
has seen firsthand the impact that technology has made in the financial services industry.
"When I first arrived, we had two very rudimentary desktop computers being used as servers, a data closet with wires everywhere, and all kinds of outdated technology," Frey
says in the article.
Since that time, Frey
has made it a priority to make sure the company stays updated with technology.
As the leading outsourcing company for independent financial advisors, Ensemble's
IT Consulting Services is a key offering in the Ensemble suite of solutions.
technology platform gives outside advisors a custom-built workflow system that ties into the platform's CRM offering- SmartOffice - as well as MoneyGuidePro, a rebalancing system, IPS AdvisorPro, LaserApp and access to Morningstar tools.
leads a staff of IT experts in supporting the technology suite that is integral to Ensemble's