List Of 58 Technology Tools For Financial Advisors - Pocket Risk

POCKET RISK BLOG

Helping Financial Advisors Know Their Clients – Risk Profiling, Client Psychology, Behavioral Finance, Compliance

List Of 58 Technology Tools For Financial Advisors

Sometimes you are looking for technology tools for your business and don’t want to spend the whole day “googling” around. So we polled some of our customers and asked our network for a list of technology they were using. This is what we heard (in no particular order).

Let me know if there are other tools worth adding.

Customer Relationship Management (CRM)
Salesforce
Redtail
Junxure
Morninstar Office
Wealthbox
Sugar CRM
Microsoft Dynamics
Solve 360
Zoho
Financial Planning Software
Money Guide Pro
Money Tree Software
eMoney Advisor
Finance Logix
NaviPlan
File Sharing & Document Management
Dropbox
Google Drive
Box
Office 365
Online Meeting Scheduling
Bookeo
Doodle
Scheduleonce
TimeBridge
Virtual Meetings
Skype
GoToMeeting
Join.me
Social Media Management
HootSuite
Buffer
Sprout Social
SocialBro
Email Archiving
Google Vault
MailStore
Smarsh
Live Office
Newsletter Delivery
Mailchimp
Vertical Response
Aweber
Campaign Monitor
Zoho
Constant Contact
Active Campaign
Email
Google Apps
Zoho
Office 365
Phone
Which VOIP guide
Ringcentral
Grasshopper
Virtual PBX
eVoice
Rebalancing
TradeWarrior
iRebal
Total Rebalance Expert
RedBlack Software / Rebalance Express
Tamarac
Password Management
Last Pass
Roboform Everywhere
Kaspersky Password Manager
Portfolio Stress Testing
Hidden Levers
Investment Policy Statements
IPS Advisor Pro
Data Gathering
PreciseFP
Lastly a small plug for own risk tolerance questionnaire Pocket Risk.
Flicker Photo Credit

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