Having a technologically advanced office is a choice each advising firm makes on its own, but some advisors find that certain devices and software save them valuable time, effort and resources — all while gaining more clients and sales.
Take a look at these 10 tools recommended by tech-savvy advisors and see if you can't find something to add to your practice for the New Year. You can click or tap the images to enlarge them.
Also:
Evernote
What is it?
A service that collects and organizes your notes, images, projects and presentations across all of your devices. Pair it with the Penultimate app, which allows you to use a stylus to add notes to your Evernote workspace material.
Price?
Evernote: Free; Evernote Premium: $5/month; Evernote Business: $10/month/user; Penultimate: Free download for Mac and PC.
Also:
RiskAlyze
What is it?
A program that transforms your existing website in a lead-generation machine, as well as assesses your clients' risk tolerance with a unique questionnaire.
