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 for financial advisors worth adding.
Customer Relationship Management (CRM)
Financial Planning Software
File Sharing & Document Management
Online Meeting Scheduling
Virtual Meetings
Social Media Management
Email Archiving
Newsletter Delivery
Phone
Rebalancing
Password Management
Portfolio Stress Testing
Investment Policy Statements
Data Gathering
Lastly a small plug for own Risk tolerance Questionnaire Pocket Risk.
Flicker Photo Credit