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Cellphone and Tablet Apps for 2016 Financial Advisors

From category Practice Management
Check out these apps that can help keep your firm on track even when you are outside of the building, thus allowing more time to be out and about making or solidifying your client contacts for business growth.Check out these apps that can help keep your firm on track even when you are outside of the building, thus allowing more time to be out and about making or solidifying your client contacts for business growth.

Although 2016 may bring about some changes for you and your practice, the need to remain organized in the office is something that remains consistent year after year.  Luckily, technology has granted us the opportunity to optimize organization and handle everyday tasks all at the touch of a cellphone button.

This ease, in combination with the fact that many advisors are finding themselves needing to be more on-the-go as they are busy visiting with clients or out meeting prospects, has resulted in a peak mobility via mobile phones.

Mobile Apps for Increasing Productivity and Enhancing Practice Management

If you are interested in utilizing your cellphone or tablet to increase productivity and enhance practice management, look no further than the app store! There are plenty of apps available for download that can help keep your firm on track even when you are outside of the building, thus allowing more time to be out and about making or solidifying your client contacts for business growth.  Below are 7 apps to help you become a cellular coordinated advisors for 2016:

Schedule Once

The days of going back and forth with clients for scheduling purposes are over thanks to Schedule Once.  This app syncs with your calendar and provides a link to your client that offers them the best day and time for a meeting based on your availability. Eliminate phone tag forever with this easy to use app.

 Desk.com

Don’t miss a client request again with the help of the Desk.com app.  This program creates an easily accessible customer-support que from various communication platforms (i.e. phone, email, social media*) that can be used while you are on the go, or even if you need a simple list to keep track of your recent correspondence. You can also address requests or add them to other priorities of your staff members to ensure that all client concerns are handled as quickly and orderly as possible.

 Hootsuite

Social media stands as one of the most popular communication methods for increasing your brand in 2016.  Don’t miss out on this marketing initiative because you cannot find time.  Schedule interesting content in advance from your phone or tablet to be posted on your social accounts throughout the day courtesy of the Hootsuite app.  Not only that, you can also track your engagement and account insights through the app as well to make the most of your online networking efforts.

 Fancy Hands

For advisors without support staff, or even those without enough hours in the day, Fancy Hands is your answer to a virtual assistant.  Whether you need research for an upcoming client meeting or a spare hand to schedule that last minute doctor’s appointment, the Fancy Hands app has you covered in helping you complete simple tasks to get you through the day.

 VIP Access

Cybersecurity is the last thing you want to worry about while you are out of the office.  Ensure that extra layer of identity protection for your mobile browser through Verisign’s VIP Access.  This security credential app can help keep your sensitive information safe as well as protect your clients’ personal and financial information.

 LaserApp

Take the frustration of filling forms out of your office with the LaserApp app.  With a subscription to LaserApp, all data gathered in your office is continually updated to a central location where it is integrated into paperless, prefilled forms. Say “goodbye” to cabinets and “hello” to on the go!

 Sleep Cycle

Never underestimate the effectiveness of a good night’s rest!  Office organization starts with you, so make sure that you are ready to seize the day with the Sleep Cycle app.  Don’t fool this tool for a basic alarm clock.  This app analyzes your sleeping patterns and wakes you at your optimal natural waking point so that you can begin your morning with motivation to take on the day!

Research First

Cellphones and tablet apps have helped many of today’s advisors save some time and energy to focus more of their efforts on clients.  The effects of the apps listed above can assist you in bettering your work performance and organization whether you are inside or outside the walls of your firm.  Keep in mind that these apps come at varying price points and similar apps may have differing features, so do the necessary research before purchasing to find the app that may be the best fit for you, your clients and your practice’s needs.

*Please consult with your Compliance Department before utilizing social media

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