Get more from your tablet and smartphone
Mobile devices are effective tools for financial advisors
From hands-free dialling technology to portable printers, these mobile technology gadgets will make you more accessible when you’re out on the road. Just don’t forget to stop in at the office once in a while
Travel light, focus on remote access
Gaining access to your office computer while travelling for business or pleasure is getting easier. You can even leave your laptop at home, thanks to applications such as LogMeIn and Vesk Virtual Desktop
Get started with a reliable laptop computer, an Internet connection and cloud-based data backups
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
It’s up to your firm to make sure your trade-related information is secured according to regulatory requirements. But what about other important data? If you don’t have a backup system, the time to start arranging for one is now