Five Best Apps For Financial Advisors In 2015

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Five Best Apps for Financial Advisors in 2015
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In today's world of smartphones and tablets, more
people are able to take care of business whenever
and wherever they wish.
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This is particularly helpful to financial
advisors, who know the slightest changes in
financial markets can send clients scrambling to
buy or sell stocks or other items.
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Thus, mobile technology has developed numerous
apps to deal with everything pertaining to
financial advising.
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While there are almost more apps that one can
imagine, here are five that experts agree offer a
dose of practicality and convenience.
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Dropbox
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How many times have you wished you could view an
important file, only to realize you can't because
you don't have access to your computer?
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Thanks to Dropbox, that problem is solved.
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By downloading this app to your smartphone, you
can move files and make them accessible on any
number of devices rather than relying on an
external drive.
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Whatever file is needed is simply dropped onto a
desktop icon and then can be instantly accessed
on a tablet or personal computer.
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Evernote
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Thought of as a file cabinet to which you have
24/7 access, Evernote will let you store
documents of all kinds that can be viewed anytime.
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Legal briefs, contracts, financial quotes and
more can now be accessed with only a single click.
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This app is very useful for financial advisors
meeting with clients in a location other than at
the office.
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By having this app, an advisor can pull up any
document and go over it with their client while
at a restaurant, their home or anywhere else.
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Password
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With online security being such a concern in
today's world, this app goes a long way toward
solving a common problem.
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Exactly as the name implies, you can use the app
to create passwords for all sites you use on a
frequent basis, then login to them and any others
with only a single tap.
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Not only does it cut down on the work that goes
into having to remember each and every password
when you want to access a site, but it is a
tremendous help in improving online security.
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Quotestream
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Considered one of the most useful apps available
for financial advisors, Quotestream lets you
create folders for each client and then track in
excess of 50 stocks for each folder.
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This gives you instant access to a client's
folder wherever you are, allowing you to react
quickly to changing market conditions and discuss
options with clients.
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Retire Logix
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When dealing with clients, retirement is a
subject that is always on their mind.
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After all, the main purpose of investing is to
make sure they have enough money available to be
comfortable throughout their later years.
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With Retire Logix, you can use its stunning
graphics to help show clients just how far their
money will take them.
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By having these five apps at your fingertips, you
will be able to better serve your clients with
the most up-to-date information no matter your
location or time of day or night.
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The best financial advisors are always willing to
go the extra mile to better serve their clients,
and these apps allow all that and more.
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Planning to apply for a new job?
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Speak with the experienced financial advisor
recruiters of Willis Consulting Inc.
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They can help you land the position you want.
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See our open positions at www.willis-consulting.co
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