Five Best Apps For Financial Advisors In 2015 - PowerPoint PPT Presentation

slide1 n.
Skip this Video
Loading SlideShow in 5 Seconds..
Five Best Apps For Financial Advisors In 2015 PowerPoint Presentation
Download Presentation
Five Best Apps For Financial Advisors In 2015

play fullscreen
1 / 33
Five Best Apps For Financial Advisors In 2015
Download Presentation
Download Presentation

Five Best Apps For Financial Advisors In 2015

- - - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

  1. Five Best Apps for Financial Advisors in 2015

  2. In today's world of smartphones and tablets, more people are able to take care of business whenever and wherever they wish.

  3. 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.

  4. Thus, mobile technology has developed numerous apps to deal with everything pertaining to financial advising.

  5. While there are almost more apps that one can imagine, here are five that experts agree offer a dose of practicality and convenience.

  6. Dropbox

  7. 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?

  8. Thanks to Dropbox, that problem is solved.

  9. 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.

  10. Whatever file is needed is simply dropped onto a desktop icon and then can be instantly accessed on a tablet or personal computer.

  11. Evernote

  12. 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.

  13. Legal briefs, contracts, financial quotes and more can now be accessed with only a single click.

  14. This app is very useful for financial advisors meeting with clients in a location other than at the office.

  15. 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.

  16. Password

  17. With online security being such a concern in today's world, this app goes a long way toward solving a common problem.

  18. 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.

  19. 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.

  20. Quotestream

  21. 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.

  22. 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.

  23. Retire Logix

  24. When dealing with clients, retirement is a subject that is always on their mind.

  25. After all, the main purpose of investing is to make sure they have enough money available to be comfortable throughout their later years.

  26. With Retire Logix, you can use its stunning graphics to help show clients just how far their money will take them.

  27. 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.

  28. 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.

  29. Planning to apply for a new job?

  30. Speak with the experienced financial advisor recruiters of Willis Consulting Inc.

  31. They can help you land the position you want.

  32. See our open positions at

  33. Willis Consulting, Inc. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST Scottsdale Office 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST