List Of 58 Technology Tools For Financial Advisors

List of 58 Technology Tools For Financial AdvisorsSometimes 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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