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June 18, 2014 at 10:44 AM
With smartphones and tablets ubiquitous, apps are becoming more important. But as a financial advisor, unless you are looking for another iteration of Angry Birds, how do you decide which apps are worth downloading to make doing business easier?
For the nearly 60% of U.S. adults with smartphones (according to Pew Research) wading through all the possibilities in an app store can be a chore.
ThinkAdvisor turned to Advicent, which, according to its website, is the leading provider of SaaS technology solutions to financial advisors, and Clientwise.com, a business and executive consulting firm.
Some apps were on the lists of both companies. We chose 10 of the most practical.
(Related: 10 Top Mobile Apps for Investors: Dalbar)
The apps cited run the gamut from helping advisors track markets to making travel plans to keeping up with clients.
Here, in alphabetical order, are the 10 Best Mobile Apps for Financial Advisors.
1. Dropbox
This app allows you to move files so they are accesible on any of your devices. No more external drives to fumble with. Like the name says, just drop your files onto a desktop icon and access them on on yourt tablet, desktop computer or smartphone.
2. Evernote
This app works as an electronic filing cabinet, allowing you to store quotations, documents, legal briefs and other things with a single click.
This app from Nuance Communications is for taking notes on the iPad. It allows text, audio, documents and web content to be combined and shared.
4. 1Password
Just like the name says, this app creates passwords for all the sites you visit and allows you to login with a single tap while improving security.
5. Quotestream
