Financial advisorsoften dwell on the bleeding edge of technology, more willing than other professionals to exploit the productivity opportunities of new hardware, software, and communications tools. But with upwards of 400,000 mobile apps out there for Apple, Android, and Windows mobile devices, the search for apps that really work can be overwhelming. Whatever your requirements—managing accounts, reviewing portfolios, communicating with clients, plotting travel—there are usually dozens of competing apps from which to choose.
REP. magazine reached out its readers—professionals with similar requirements, working conditions, and compliance considerations—to identify 10 indispensible mobile applications that really do deliver the goods. Whatever your requirements, these are 10 must-have smartphone and tablet apps that successful financial advisors have successfully deployed. So you can, too.
