Mobile insights from advisors

Technology

Mobile insights from advisors

A short list of helpful apps, based on advisor feedback, to consider using on your tablet or smartphone.

As business becomes more mobile, advisors are increasingly turning to business-focused apps to help them manage their day-to-day with clients.  Below is a short list of helpful apps, based on advisor feedback, to consider using on your tablet or smartphone.

Helpful Apps:

  • CamScanner: Scan documents when out of the office
  • Box.com: Virtual cloud for secure client documents
  • LogMeIn.com:  Remotely access computers from iPad
  • Notability: Making notes
  • Fax It: Send and receive faxes
  • SignNow: Sign documents electronically and e-mail back
  • Evernote: Take and sync notes across devices
  • Penultimate: Take hand-written notes
  • Goodreader: Store and access multiple file formats
  • FileCentral: Print over Wi-Fi networks (home or office)
  • Keynote: Build client presentations on your tablet
  • Keynote Remote: Syncs with keynote to control a presentation from your smartphone, allowing you to preview slides and keep your notes in the palm of your hand. 



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