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advisortechtips 2018-04-03¢  . Stay on top of trends in mobile . technology, software,

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

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    Find out what technology can do for your business.

    Source: LinkedIn, March 2012.

    Advisor Tech Tips is a new blog from Putnam Investments that provides helpful insights on how to use today’s technology, and how it can fit into your business. Each week, you’ll find new ideas from Putnam on mobile technology, software, and social media. Or you can suggest your own topic right on the site. We’d love to hear from you.

    Did you know?

    • 3 out of 4 financial advisors use at least one social network for business

    • 62% of advisors who prospected on LinkedIn in the past year gained new business

    • 5 million affluent investors use social media to research financial decisions


    For more information or a tutorial, please contact your Putnam Wholesaler at 1-800-354-4000.


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

    10 must-have apps for every advisor


    This content is offered for informational purposes only and is not meant as an endorsement for any particular

    app, mobile device, or social networking site.

    Putnam Retail Management 278433 11/12

    FundVisualizer® Use for: Fund screener Putnam’s open-architecture analytical tool enables you to compare thousands of funds and ETFs, even model portfolios, right on your iPad.

    Flipboard Use for: Staying informed Create your own daily magazine of articles and photos culled from news organizations and other sites. You choose the sites; the app does the rest.

    Penultimate Use for: Productivity Quickly jot down meeting notes and ideas using your fingertips or a stylus. E-mail individual notes, or compile and organize multi-page documents.

    Bloomberg Use for: Staying informed Get instant access to the latest news from the world of business and finance, along with market data from equities, futures, commodities, bonds, and currencies.

    SlideShark Use for: Client meetings Turn your iPad into a PowerPoint presentation device, optimizing the colors, fonts, and transitions for your meetings on the go.

    Tripit Use for: Productivity Manage and store your travel itineraries and confirmations in one place. Set up text message alerts that will notify you of flight changes and other events.

    CardMunch Use for: Business building Use the camera on your mobile device to scan a business card and transfer the information to your contacts folder. You can also connect to each cardholder’s LinkedIn profile.

    Cards Use for: Business building Create a customized message and mail it directly to a client, postage included, all from your desktop.

    LinkedIn Use for: Business building Build your personal brand, search for prospects, and get referrals on this premier business-networking site.

    Dragon Dictation Use for: Productivity Quickly dictate a message, and this app will translate it into a text or e-mail — up to five times faster than typing.


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