Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Top questions from advisors at our recent LinkedIn webcast
July 26, 2016
Over 1,500 financial advisors attended our live webcast, “Leveraging LinkedIn for your practice.” Here are answers to the most frequently asked questions. Read more
Build and test custom portfolios
Use FundVisualizer® to see the potential impact of your allocation changes.
Easily share your investment ideas
Quickly create and share customized client reports with FundVisualizer®.
Do more with your spreadsheet data
Easily import funds and portfolios from a spreadsheet into FundVisualizer® to create custom comparisons.
Fund and portfolio analysis for free, anytime, anywhere
Use FundVisualizer® to compare and analyze thousands of funds and ETFs.
Swipe right for Spotlight, a vastly improved iPhone search feature
Check out your iPhone's fast and efficient search tool to quickly find anything on your device and across the Internet:
Productivity "recipes" for busy advisors
Use IFTTT to organize your online activities and help build your business.
Let disruptive technology advance your business
As groundbreaking technology transforms industries, financial services will need to change as well.
Six ways outdated technology can interfere with your message
Don't lose your audience by using outdated or inefficient technology.
Top 5 habits of highly successful LinkedIn advisors
Advisor survey explores which LinkedIn features may lead to the greatest asset gains.
Send handwritten cards without leaving your app
Use the Felt app to send a handwritten card through the U.S. Postal Service without leaving your home or office.
Year-end social media checklist
Make sure your profile picture and background images on social networks ...
8 ways to build your Twitter following
Twitter is a great way to stay connected with people, trends, and topics that are relevant to your business. Here are some quick and easy ways to build your audience.
Save on smartphone costs when traveling
Planning an overseas trip? Use these tips to avoid unnecessary charges on your smartphone.
Misplaced your device? Here's how to find it.
Follow these steps to locate your missing smartphone or tablet.
10 Must-have Apps for Financial Advisors
From real-time market data to breaking business news, a mobile image scanner, and a customized TV viewing tool, these apps are great for advisors on the go.
Meet Rosie, the Robo-Advisor
Are Robo-Advisors a force to be reckoned with? Guest Blogger April Rudin explains how human advisors prove their worth to clients.
Join real-time market conversations with StockTwits
With free analytics and sentiment tools, StockTwits is more effective than Twitter for following the market.
8 email productivity practices
Was your New Year’s Resolution to be at “Inbox Zero” at the end of each day? How’s that working out for you? Try these practices to increase your email productivity.
Find a doctor with ZocDoc
Easily find a nearby doctor, dentist, or specialist who accepts your insurance.
Avoid travel headaches with Hipmunk
This free travel app can turn your tablet or smartphone into a mobile travel agent, with innovative search and sorting options.
Print documents from anywhere
Print documents right from your smartphone or tablet to any printer that’s connected to a wireless network.
Navigate traffic with WAZE
More than a navigation app, WAZE lets you and other drivers in your area share real-time traffic and road information.
An important client connection: the WiFi guest network
Offer a professional, efficient work environment for clients who visit your office by setting up a WiFi network just for them.
Save time with keyboard shortcuts
To save time writing e-mail and text messages, create abbreviations for phrases you use most.
Use this calculator to highlight muni benefits
Putnam’s new online calculator helps you educate clients by performing side-by-side comparisons of CDs and municipal bonds.
Manage expenses with personal finance apps
Here are a few apps to consider for clients who want to manage their budgets and expenses more efficiently.
Use your phone as a wireless hotspot
Make your smartphone into a hotspot to enable your wifi-only devices to connect to the Internet.
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.