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Top 15 Online Tools for Financial Brokers

George Herbert quote

This article features the top fifteen tools that will help financial advisors become more efficient and effective. These tools will help keep you on track and get things done faster so that you can focus on growing core business.

Business Apps & Digital Storage

  • Google Apps for Work – Google offers professional email, online storage, shared calendars, video meetings and more. The apps are specifically designed for business and teams to share and collaborate securely.


  • Dropbox - Use Dropbox to safely, securely, and easily store all of your documents as well as share and access them on your desktop and mobile devices. You can also use Dropbox to collaborate with others on shared folders.



  • WiseStamp – Use WiseStamp for a professional email signature and easily customizable templates. Use your dynamic signature to make it easier for clients to follow you on social media.

wisestamp screenshot

  • Streak - Stay on top of your client connections with an easy-to-use customer relations management (CRM) system inside Gmail.


  • Boomerang –  This must-have app makes it simple to schedule emails to be sent later, reminds you to follow-up on emails you sent but didn’t receive a reply from, and reminds you to act on actionable emails.  The best part - it works within Gmail.


  • HelloSign for Gmail  – Sometimes you need the urgent signature. With HelloSign you can sign, fill out, send, retrieve and save documents without a hassle.


Scheduling & Meetings

  • - Trying to arrange a meeting that involves several people is a time-sucking hassle. Use Doodle to make scheduling simple.


  • World Time Buddy – The global village we live in makes it simple for you to invest in markets around the world.  World Time Buddy will be your best friend, enabling you to effortlessly compare multiple time zones, plan conference calls, international phone calls and web meetings.


  • – Is a powerful meeting tool that makes screen sharing easy and provides unlimited audio. You’ll find it especially helpful when you need to communicate information through graphs and charts.

Time tracking

  • Toggl – Don’t let time fly. Toggl is a fantastic tool that makes it so easy to stay on track and ensure your efficiency.



    • UberConference – Use this app for your next conference call. It’s free and easy and you don’t need a pin number. It’s such a well-thought-out app, that you’ll never need to ask “who joined? or “who said that?”


    • Google Voice – Use Google Voice to make cost-free calls between each other, leave voicemail as easily as email, and much more.


    • Hellofax – Yes, some people still send faxes. With HelloFax you can conveniently send and receive faxes online.


Social Media Management

    • Hootsuite is a marvellous marketing tools for financial brokers. As the importance of your presence on social media grows, so does your need to deliver timely posts across many platforms.



    • Canva  – Canva makes graphic design simple for everyone. Whether you need to create a design for the web or print, Canva will makes professional graphics design easy.


What great tools are you using to help your productivity? Let us know in the comments below.

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Written by Liat Behr
Liat is a content wordsmith at WiseStamp and copywriter at Ink of Imagination. She delights in creating and sharing valuable tips and helping businesses craft effective content. When she’s not writing content, she can be found in the world of fiction, embarking on adventures with her characters.
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