|
|
-
Last week, we began the rundown of the best 50 apps available available to advisers on the major platforms. Here we conclude the list, with a look at some useful tools for business, apps for your clients and the essentials for harnessing the power of social media.
-
Business Card Reader with CJK
Provider: Shape Services Cost: £0.69 Platforms: iOS / Android / Blackberry Recognising a host of different languages, this app uploads contacts from a business card photo and uses advanced text recognition technology (OCR) to enter the data into appropriate fields of the address book. This is one of the most highly rated card readers on the web.
-
Wordpress
Provider: Automattic Cost: Free Platforms: iOS/ Android The Wordpress app enables those with a Wordpress blog or site to moderate comments and create or edit posts and pages via their mobile device. Great for the sole trader looking to keep in touch with clients.
-
Kindle
Provider: Amazon Cost: Free Platforms: iOS, Android While most platforms come with a native reading app, Kindle rises above through its wide choice of books and ease with which users can move from one device to another.
-
Slingplayer
Provider: Sling Media Cost: from £20.99 Platforms: iOS, Andoid, BlackBerry, Symbian This app allows users to view TV, satellite and cable from anywhere in the world, although a SlingBox is needed at home. Ideal for the adviser who spends plenty of time on the road.
-
Reeder
Provider: Silvio Rizzi Cost: £1.99 Platforms: iOS If you keep visiting the same website or keep track of plenty of blogs, then Reeder is the ideal solution. Users can also use it to recommend links through Twitter, Delicious and other tools.
-
Webex
Provider: Cisco Cost: Free Platforms: iOS If more advanced teleconferencing and video calling facilities are needed, then WebEx may be the better option as it allows users to share documents and other content.
-
Find an IFA
Provider: Unbiased.co.uk Cost Free Platforms: iOS/ Android This free search application allows clients to find IFAs, mortgage advisers and solicitors local via their iPhone. It asks for a postcode and the type of advice the client is looking for and then provides eight advisers to choose from.
-
Financial Financial Planning Guide
Provider: Morantus Wealth Advisers Cost: Free Platforms: iOS This app might worry one or two of you, as it offers comprehensive financial planning information direct to investors, helping them prepare for retirement, taxation, investment, estate, insurance, and education planning.
-
Homebudget with Sync
Provider: Anishu Cost: £2.99 Platforms: iOS Users can set this currency app to suit their region meaning UK consumers can make use of its ability to handle recurring bills and income streams, providing a graphic breakdown on how their money is performing. Will consumers using this app need to consult fi nancial advisers...? Probably.
-
Receipt Bank
Provider: Receipt Bank Cost: Free Platforms: iOS A good one for clients or IFAs looking to keep track of their spending, the app converts paper receipts into bits of data that can be submitted to an accountant - or finance department.
-
Dropbox
Provider: Dropbox Cost: Free Platforms: iOS/ Android Allows the user to store their fi les in one central location, great for financial advisers on the move. PowerPoint presentations, documents and spreadsheets can be stored into their Dropbox account and be ready all the time for client meetings.
-
Signmypad
Provider: Autriv Cost: £2.49 Platforms: iOS / Android Useful for financial advisers with an iPad or Android tablet wanting papers signed quickly - as it means clients can sign documents outside the office. It works well with Dropbox as PDFs can be stored pulled from that app.
-
Dragon Dictation
Provider: Nuance Communications Cost: Free Platforms: iOS This voice recorder will be useful for anyone short of time but with stacks of admin to do. It records the voice then translates and generates the words as text. They can then be sent as an SMS or email.
-
Quickoffice Pro
Provider: Quickoffice Cost: £9.55 Platforms: iOS / Android/ Symbian This office suite helps users create, edit, access and share Microsoft Office files using their mobile device.
-
Google Docs
Provider: Google Cost: Free Platforms: Android, web app Allows the user to create, edit, upload and share documents via Google Docs. Taking a photo of any printed text will convert it into a Google document. It is also optimised to take advantage of larger screens for tablet users.
-
Analytics Pro
Provider: Thomas Blackburn Cost: £3.99 Platforms: iOS Like every other businessman running a website, a typical financial adviser is likely to want to monitor its traffic. This provides data in a comparatively easy to read format, and can export data to txt or PDF.
-
Pages/ Keynote/ Numbers
Provider: Apple Cost: £6.99 each Platforms: iOS Apple's official productivity apps are effectively mobile versions of the iWork software for the Mac, an alternative to Microsoft Office. They can take care of documents, spread sheets and presentations.
-
IFA Life
Provider: IFA Life Cost: Free Platforms: iOS Provides a social networking site for financial planners, wealth managers, IFAs, financial life planners, mortgage brokers and professional financial advisers. Provides news, debate, planning best practice and training information.
-
Twitter
Provider: Twitter Cost: Free Platforms: iOS/ Android / Blackberry and Symbian Financial advisers talk a lot about maintaining good communication with clients, and Twitter is one way of doing it - it's also good for following industry regulators, spokespeople and experts.
-
LinkedIn
Provider: LinkedIn Cost: Free Platforms: iOS/ Android / Blackberry and Symbian Although LinkedIn can seem a bit cumbersome it is the only social media network that has remained exclusively for professionals, and the continued distinction between personal and business contacts is a good one.
-
Skype
Provider: Skype Cost: Free Platforms: iOS, Android, Blackberry One of the most popular VoIP services, Skype allows video and conference calling and is popular among business and consumers in general. A number of advisers use it to conduct video calls with clients.
-
Flipboard
Provider: Flipboard Cost: Free Platforms: iOS If your Facebook, Twitter and LinkedIn feeds are overloaded with links, then Flipboard is probably the app you need. It uses all these links to create a personal magazine and is very intuitive.
-
Google+
Provider: Google Cost: Free Platforms: Android, iOS, web app Google's latest social media effort, which lets users create different circles for work and friends, had a high profile launch last year and has quickly gained traction. Non-Android users can use the web-app.
-
Hootsuite for Twitter
Provider: Hootsuite Media Cost: Free Platforms: iOS/Android/BlackBerry Hootsuite is very much designed for the user who follows multiple social media feeds and who wanted to make the most of every feature available.
-
Coming soon...
Investment Week, Professional Adviser's sister title, is due to launch a fully functioning app in April this year. It will offer instant access to the latest copy of the magazine, up to the minute news feeds, video and audio content as well as active statistical pages. In addition you will get unique content about events and conferences.
|
|
Skype / Blackberry
Skype isnt available for Blackberry and Dropbox is available for Blackberry.
Posted by: Darragh Gallagher