32 iPad Apps for Financial Advisors

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32 iPad Apps for Financial AdvisorsFinTech, Mobile, Social Media, Technology

by ThinkAdvisor on October 3, 2014 with 0 comments

About one year ago, Ray Sclafani, founder of ClientWise, shared some of his favorite apps for iPads that apply to successful and busy financial advisors. This post has proven to be one of our more popular entries, which is no surprise given that much of our audience are high-performing financial advisors who are continually looking …

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by Katie Kennedy on September 13, 2012 with Comments Off comments

Attending the SXSW conference in the States last year and was (perhaps a little too overly) excited to receive a Square payment device to plug into my smartphone. As a part time merchant, this new and fantastic development was one of the few start-ups I encountered during the tech part of the conference that truly …

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