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.
Category: Applications
Road warrior: Apps and tools for travel
Make work travel more productive with these apps and tools for your smartphone or tablet.
Take notes on your iPad with Penultimate
Take notes right on your iPad using a stylus or your finger.
Stay efficient on the fly with Cloud On
Use this app to maintain your files — and your efficiency — when on the road and meeting with clients.
Share timely market insights with Perspectives app
Putnam’s veteran portfolio managers offer timely insights on events making news and moving markets.
Seamless presentations on the iPad
Slide Rocket keeps your PowerPoint presentations intact when shown on the iPad, without jumbling the fonts or changing your graphs.
Think different with iThoughts
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.
Just the facts with FRED
The Federal Reserve’s free data app is a must-have for any information-hungry advisor.
Capture client meeting notes with Notability
Get more out of your client meetings and increase your follow-up potential by taking notes directly on your iPad.
What is RSS anyway?
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.