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Donald Kelley

Attorney
Kelley, Scritsmier & Byrne, P.C.

Donald H. Kelley is of counsel to the law firm of Kelley, Scritsmier & Byrne, P.C. In North Platte, Neb.  He selects and reviews new technologies relevant to wealthmanagement professionals.

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Articles by Donald Kelley
Estate Planning Strategies After ATRA 2012
Donald H. Kelley has scoured the internet for the most interesting recent estate-planning articles dealing with ATRA. Here's what he found
Veralytic
Donald H. Kelley reviews Veralytic, a service that provides tools for the evaluation and administration of life insurance policies
The ACTEC Wealth Advisor App
Donald H. Kelley reviews the new ACTEC Wealth Advisor App, an iPad app that provides resources and tools for wealth-management professionals
Insurance Trust Monitor
Donald H. Kelley reviews Insurance Trust Monitor, a web-based service that assists in the management of ILITs
Drafting Assistant –Transactional Software
Donald H. Kelley reviews a new software that provides drafting and research tools, as well as document analysis, all from within your word processor
Market 76
Donald H. Kelley reviews Market 76, a tool for CRM, portfolio accounting and performance reporting
Appraise-Web
Don Kelley reviews Appraise-Web, an online securities pricing service from Evaluation Services, Inc.
The Ultimate Estate Planner
Donald H. Kelley reviews The Ultimate Estate Planner, a website that offers a suite of helpful resources for the trust and estate practitioner
SunGard’s Mobile Meeting
Don Kelley reviews MobileMeeting, a program which focuses on using mobile technology to facilitate the advisor meeting with the client
CBData
Donald H. Kelley reviews CBData, a new product for storing, organizing and managing your client's essential information
ElderCounsel
Donald H. Kelley reviews ElderDocx, an automated drafting program for elder law practitioners
SmartDraw
Donald H. Kelley reviews SmartDraw, a new visual communication program for trusts and estates professionals
Xpert Financial
Don Kelley reviews Xpert ATS, an online platform for private company investing provided by Xpert Securities
Crummey Services
Automating administration of your Crummey trusts
Cheshire Wealth Manager
A suite of retirement planning tools serving all phases of the retirement process
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Hey I just quit my job as an assistant to an FA (long story...) Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side. I talked to insurance agents at my old firm, commission seem to be comparable  and the market larger yet it seems the investment side attracts far more applicants.  So what made you choose insurance over invesment?  Did anyone make the transition from insurance to getting investment-liscenced properly?...More

Need sales based app for daily Management

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