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Financial social media: Apps to boost the act of financial advisors


Initially, financial advisors were skeptic regarding the use of technology, especially social media and mobile applications or apps to conduct their day-to-day business. However, with the passage of time, these professionals have unraveled the advantage that they provide in enhancing their performance by getting their acts together and streamlining all the gamut of information generated by their business on a daily basis.

For that reason, this article has been composed to help every financial planning expert as well as any other finance enthusiast to take advantage of these financial applications in order to simplify their task.


Some useful financial apps for all

Here are some financial apps that can handle and process a wide range of your business activities, clients and whole lot of information in relation to the finance industry. They are as follows:

Social media apps

Social media behemoths like Facebook, YouTube, LinkedIn or Twitter have a lot of financial apps that you can download on your smart phone and use them on the go. Apps from these websites will help you to stay updated regarding all the recent events occurring in the financial markets, regardless of the mobile network you are in. What is more intriguing is that these apps can help you to socialize on these social media platform as well. The mobile version of these social media websites are in a way online platforms that are user-friendly too.

Black Diamond Mobile

This app has only been developed for the iPad users. So, if you are one of them, then you can use it to access your performance data via the Black Diamond Performance Reporting app. In addition, this app allows you to sync whatever personalization you’ve have done in the Blue Sky web application. This app has become quite a rage amongst the financial planning professionals working in the country.

According to them, the app permits them to access the performance of their clients and any such crucial information regarding the portfolio handled by them. Additionally, the large display of the iPad has propelled its popularity amongst the users like you since a sudden client meeting can be organized by the virtue of this virtual platform.


It is a dominant financial app available in the market as of now. This is because it provides a good amount of efficiency as well as convenience to the consumers like you. This app prevents you from moving back and forth from one social media platform to the other. Instead, with the use of Hootsuite you can club all the various social media platforms in one single suitable place. Once you’ve done that, then you can plan the posts that you would like to make for any kind of social media platforms through it.

Moreover, you can catch up on, your social media presence, recent statistics of your social activities or that of the others and follow upcoming social media trends. Due to this app, you will be able to cut down on your time spent on the social media and stay updated with ease.

There are hundreds and thousands such financial apps that are being launched frequently. So, you may well look around in the local mobile applications markets to get for yourself the most suitable as well as sophisticated financial app.

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