4 Apps For Impressive Presentations

$1.99 for the iPad

www.ifomia.com

Remember overhead projectors in elementary school? This app combines the (few) benefits of an overhead — the ability to write or draw on slides — with the sleekness of an iPad. With Power Presenter, users can swipe through PDF files and annotate them with notes or drawings using their fingers. Work through the presentation side by side with the client, or hook the iPad to a projector for larger group presentations.

MoneyGuidePro

Free 14-day trial; annual pricing varies

www.moneyguidepro.com

MoneyGuidePro is consistently top rated among many financial magazines and websites, and it’s not very hard to see why. The program helps advisors guide their clients through the financial planning process, creating a strategy that’s easy for them to understand and, more importantly, implement. The Goal Wizard helps clients identify and prioritize goals, while the PlayZone tool lets clients adjust assumptions to see how different moves affect their probability of success. The app is highly visual and interactive, and reports are printable or easily accessed online.

Amp

Free with advisor subscription to an Amp plan

www.ampformarketing.com

The Amp iPad app bills itself as the first “advisor-branded” app, meaning financial advisors can incorporate their name, logo and colors into the display. But that’s not all the app has to offer. With the Amp app, prospects are asked to select their financial goals and fill out a financial profile. Once all the information is filled out, an advisor-branded “starter roadmap” financial plan and a link to a personal online dashboard are e-mailed to the prospect. All of the prospect’s information shows up in the advisor’s Amp management system, where he can review prospect information and set up customized e-mails. The app is available by purchasing an Amp subscription, which also gives the advisor access to online tools for his website, unlimited e-mail campaigns and an online profile.