There seems be new technological tools introduced everyday. Trust Company of America has narrowed the options for advisors by suggesting the following ten tech tools it says can help RIA’s work smarter.
No. 1
Fuzebox – fuzebox.com
Fuzebox is a video collaboration service that is similar to Skype, but designed specifically for businesses. It enables you to have a high-definition videoconference with up to 25 participants using any device. Fuzebox is entirely in the cloud, so no software downloads are needed.
No. 2
Smarsh – smarsh.com
Smarsh is an electronic solution for archiving communications that’s designed to help you meet SEC requirements. It archives your client emails, attachments, instant messages, social media conversations and mobile messages — automatically storing them in a secure location for their designated retention period.
No. 3
Google Drive – drive.google.com
Google Drive is an online alternative for Microsoft Office Suite. You can automatically store files in the cloud and access them from any device. You can also share documents and invite others to collaborate on them at the same time.
No. 4
Evernote - evernote.com
Evernote is a new type of note-taking app that allows you to add photos, audio recordings, videos and entire web pages. It is available on your computer, tablet or smartphone and syncs all your notes between your devices.
No. 5
HelloSign – hellosign.com
This app allows you to securely sign, send and receive electronic documents from any device — including those kept in Google Drive, Box, Dropbox and other file-storage sites. HelloSign also lets you sign documents without leaving your Gmail inbox.
No. 6
Box - box.com
Box is a secure, business version of Dropbox. Box allows you to store sensitive client information in the cloud. The Box mobile app secures content with file-level encryption, passcodes and auto logout.
No. 7
Redtail CRM - redtailtechnology.com
Redtail CRM is designed for financial professionals. Redtail customer relationship management technologies help you manage your clients and prospects in the cloud, using any device.
No. 8
Solve360 - norada.com
Solve360 is a CRM solution for small businesses that integrates easily with Google Apps. Solve360 allows you to store client information, communicate with clients and prospects, keep track of past interactions and run reports from the cloud.
No. 9
Ruby Receptionists - callruby.com
Ruby Receptionists is a virtual receptionist service that answers your phone. You can use your existing number or publish a Ruby toll-free number. The service will provide a description of your firm, distinguish between types of calls, take messages, or call you personally to see if you’d like the call transferred.
No. 10
TCAdvisor – trustamerica.com
TCAdvisor is a model-based trading and rebalancing platform from Trust Company of America. It combines a variety of different services in one platform, including trading, custody, rebalancing, reporting, billing and more.