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Tech Solutions For My Firm

Financial Advisory Business

This month I participated in a webinar, Must-Have Tech Solutions for Your Firm!, where another advisor and I shared information about our firms and the technology we use to serve clients. (Click on the picture for more information.)

To prepare for the webinar I sketched down the list of programs, apps and tools I’m using every day. I was surprised how big the list is! Below are a list of most of the tools I use to help clients feel comfortable with their finances.

Personal Organization
ToDoist – to do list app and task manager
Google Calendar – universal calendar
WealthBox – customer relationship manager

Planning Tools
Asset Map – one-page financial picture; helps me organize, market, track
Microsoft Office Suite – writing, calculating and emailing
WealthTrace – retirement spending analysis
CFS Tax Tools – tax planning
Maximize My Social Security – Social Security optimizer

Client Communication
Capitect – portfolio management and client portal
Calendly – scheduling app
TwentyOverTen – website host and platform
MailChimp – e-newsletter
Zoom – conferencing service

Client Management
iRebal – intelligent portfolio rebalancer
DropBox – cloud storage and document portal
Docusign – electronic signatures

Business Accounting
AdvicePay – compliant online payment processing
QuickBooks / FA Bean Counters – cloud business accounting

Efficiency Tools
LastPass – password manager
Pocket – saves articles, websites, videos for later
Grammarly – cloud-based writing enhancement
Text Expander – text expansion tool
TeamViewer – remote computer access
Vidyard GoVideo – quick screen recorder


Want to know how I use these tools to help clients?  Call me at 949-441-4410 to find out more.




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