Web-based tools and mobile apps are all around us, from social networking to fitness tracking to the connected home. In our many discussions with financial advisors, we’ve identified five applications that can add efficiency and productivity to your practice.
Stay up to date with your accounts and leads with LinkedIn Sales Navigator on your iPhone wherever you are. Whether you are waiting for a meeting, traveling between clients’ offices, or waiting in line for coffee, Sales Navigator’s mobile site gives you access to the data and alerts from your Sales Navigator premium membership.
Quickly copy scheduling links and paste them into an email, text, or any other app, giving your clients an easy way to set up a meeting with you and saving you time while you’re away from your computer.
Get full access to nearly 149,000 economic data series from 59 regional, national, and international sources. The graphs and supporting data are housed on the St. Louis Fed’s signature database — FRED (Federal Reserve Economic Database).
Get access to professional investors; latest stock market, finance, and crypto news; trending topics; and investing ideas. The app makes it easier to connect with and learn from your peers, catch up quickly on the stocks you care about, identify new market trends, build a watch list, and discuss what’s happening with your favorite and up-and-coming virtual currencies.
A free mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs).
Note that in-app purchases or subscriptions may apply to the apps listed.
Learn more about Putnam’s social media business building offerings for advisors.