Here’s a list of cool new apps that advisors and clients are likely to be interested in, which were unveiled at TechCrunch Disrupt, a conference being held now in New York.
An axiom of effective communication is to “Show me. Don’t tell me.” Here’s a powerful software tool to help advisors “show” people who they are and what they do.
Camtasia Studio captures and enables you to edit marketing and educational presentations. I use it myself.
Most of the videos I post on the Web were created using Camtasia Studio.
A financial advisor could use the program in a couple of powerful ways.
You can use it to record your screen while you show your financial planning or portfolio reports. You narrate a t
This new health insurance app lets you know how many dental visits you have, calculates how much you should deposit in your flexible spending plan, and tries to make managing your health insurance policy benefits easier.
Regulatory compliance and advertising review services.
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