Set up reminders based on your physical location
Want a reminder based on where you are, rather than at a specific time? Learn how to set reminders that activate when you’ve arrived at a client’s office, your home, or any geographic location.
Want a reminder based on where you are, rather than at a specific time? Learn how to set reminders that activate when you’ve arrived at a client’s office, your home, or any geographic location.
Make work travel more productive with these apps and tools for your smartphone or tablet.
Take notes right on your iPad using a stylus or your finger.
Use this app to maintain your files — and your efficiency — when on the road and meeting with clients.
Putnam’s veteran portfolio managers offer timely insights on events making news and moving markets.
Slide Rocket keeps your PowerPoint presentations intact when shown on the iPad, without jumbling the fonts or changing your graphs.
We were always taught to start at the beginning and create a structured outline when writing a presentation or talk. An app like iThoughts brings mind mapping to the iPhone or iPad, capturing the immediate free flow of thoughts and creativity that precede putting actual pen to paper.
The Federal Reserve’s free data app is a must-have for any information-hungry advisor.
Get more out of your client meetings and increase your follow-up potential by taking notes directly on your iPad.
Rich Site Summary, also dubbed “Really Simple Syndication,” is web-enabled software that helps you cut to the heart of a website’s content, bypassing ads, flashy design, and other promotional items that you may not care about.