10 best free apps for financial advisors

October 23, 2014

If you’re an independent financial advisor, you’re no doubt aware of how large the apps market has become for all types of businesses. You may be wondering how apps can add value to your business, and help you to reach and engage with your clients more effectively.

With the sheer volume of apps on the market, it can be hard to know where to start! We’ve brought together ten of the best free apps for financial advisors, which can help you tackle or simplify some of your biggest everyday challenges.

1) 1Password

1Password (https://agilebits.com/onepassword) is a virtual vault that allows you to securely hold all your passwords and login details in one place. This provides a wide range of security benefits, saving you from leaving yourself permanently logged in on financially sensitive websites, or carrying around a physical list of your clients’ passwords!

2) Paperport Notes

Paperport Notes (https://itunes.apple.com/us/app/paperport-notes/id476134017?mt=8) is a digital note-taking tool that allows you to combine documents, audio recordings and even hand written notes in one place, which can then be organised and shared with your colleagues and clients.

3) Dropbox

Dropbox (https://www.dropbox.com/home) is a cloud-storage tool that lets you upload files and documents from any linked device and store them securely on the internet. Not only can you access them anywhere on the go, but you can also share selected files with clients and colleagues simply by sending them a Dropbox link to their projections or updated portfolio.

4) Retire Logix

Retire Logix (https://itunes.apple.com/us/app/retire-logix/id423876928?mt=8) is a quick and simple investment calculator app which allows you to show your clients their future investment projections, and how their nest egg might have grown several years down the line.

5) CardMunch

CardMunch (http://www.cardmunch.com) from LinkedIn is a really handy app for professionals. It allows you to take a picture of a business card with your smartphone and then automatically transcribes the information into text for easy addition to your contacts list. Better than keeping a folder full of cards!

6) Evernote

Evernote (http://evernote.com) provides you with a virtual filing cabinet to store and access your documents in the cloud, be it quotations, figures or briefs, with just one click. Evernote is available on a range of platforms, including mobile and desktop. This enables you to access your data at any time, during a meeting or consultation, and provides you with everything you need to keep on top of your workload.

7) Sign My Pad

Sign My Pad (http://autriv.com/sign-my-pad/) is a tool for getting essential paperwork signed when on the move. You can save time and make life easier for both you and your clients by using your iPad or tablet to provide them with the documents they need to approve, and get their virtual signature there and then.

8) Quotestream

Quotestream (http://www.quotestream.com) is a nifty little app that allows you to create a folder of up to 52 stocks per client, offering real-time portfolio tracking on the move.

9) TimeTrade

TimeTrade (http://www.timetrade.com) is an interactive diary and calendar for the busy financial advisor that you, your clients and your colleagues can access to check your availability and set up meetings.

10) Hootsuite

Hootsuite (https://hootsuite.com/products/mobile-apps) allows you to manage and control all of your social networking channels from one control panel, without needing to flip back and forth between Twitter, Facebook and LinkedIn. This one is a must-have to enable you to reach your customers where they like to network on their own terms.

If you’re looking for the best ways to get started with simple-to-use apps that will help simplify your business and connect with your clients and colleagues, these are the ideal starting point! Whether you are an Android user or an Apple enthusiast, all of these apps are available across a range of different platforms, and are completely free to download and use.


recent posts