Advisor Tech Tips

Stay on top of trends in mobile technology, software, and social media.

Productivity "recipes" for busy advisors

February 3, 2016

Use IFTTT to organize your online activities and help build your business. Read more


Advisor Tech Tips is one of many resources available to advisors from Putnam Investments. Founded with a belief in the value of expert financial advice, Putnam has a long tradition of supporting financial advisors with business-building and planning resources. Content is offered for informational purposes only and is not meant as an endorsement for any particular app, mobile device, or social networking site.