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10 top tech toys for advisors

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Technology can be a terrifying thing for any of us. But many devices can help save time and money. These devices, picked by our editors, are the perfect new additions to your practice. The New Year is coming up quickly, which is a great time to discover and implement one of these 10 new technologies.


Microsoft Surface Pro

No one wants to lug around a huge laptop, which is where the Surface Pro comes in. This laptop/tablet is the perfect pair for an advisor who likes to share their screen with clients during meetings.

Advisors can easily take off the keyboard to create a lightweight tablet for sharing. In fact, the tablet can be used all day, as the battery lasts up to nine hours.

 sprint projector

Sprint LivePro Projector

Another great tool for the advisor on the go. This projector from Sprint is portable and allows advisors to always be prepared for a presentation no matter where they are. The best part is the battery lasts for 10 hours or more.

advisor briefcase 

Advisor Briefcase

Email marketing has never been easier with this communications tool. We all know each of our clients have different needs. Advisor Briefcase allows advisors to tailor certain emails to specific clients, which can make all the difference on whether the client clicks on the article or offer.

apple watch

Apple Watch

Wearables are all the rage right now. But this one has an added bonus for advisors. The Apple Watch sends notification from your phone directly to your wrist. Perfect for the advisor on the go.



Belkin Boost Up Charger

The worst thing on a busy day is noticing that your iPhone or iPad is just about to die. But the scare just got a little less scary with Belkin’s Boost up Charger. It charges devices 40 percent faster than regular chargers.



The worst post-meeting feeling is knowing you have to sit down and type up countless notes, which can be time consuming. That’s where Copytalk comes in. Advisors can call the dictation service from any phone or use their app. Once the secure facility is done typing the notes up, a copy is emailed to the advisor or put directly into their CRM.

power presenter


Many times clients have family members scattered across the U.S. that still need to be part of the conversations taking place with advisors. PowerPresenter makes it easier to get those family members in meetings.

You can share documents, presentations and applications. Even better, PowerPresenter gives you a personalized meeting page so clients and employees can access meeting information at any time.



We all know a social media presence is an important aspect to an advisor’s practice. Newsle makes it easy to keep the social in social media. Newsle gains access to your LinkedIn connections as well as the option to connect your Facebook, Gmail, Yahoo! and Outlook accounts.

If one of your contacts is in the news, Newsle will send you an email. Then you have the option to Tweet, share a LinkedIn or Facebook status congratulating someone on their accomplishments.


Transporter Storage Device

“The cloud” can be a scary place. Advisors would never want their cloud to be hacked and clients’ information stolen.

Transporter allows advisors to have full control of their cloud. This private cloud can only be accessed by invite and is a great way for advisors to portably store documents in a personal, local network.



The robot advisors dream about…Clara is a robot  assistant that allows users to CC the assistant and, within minutes, receive a time, date, call-in instructions, address, etc. … whatever’s needed. Clara can find a good restaurant in the area to meet with clients, too.

See also:

2 ways to be more productive

Is email killing your sales productivity?

9 tech tools to increase productivity


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