Practice Management

Time-saving tech tools

Feb 17, 2013 @ 12:01 am

By Davis Janowski

RescueTime

rescuetime.com

This web-based tool requires no data entry and involves a small download that securely tracks how advisers or their team are spending time based on application usage among PCs and devices. It's available in Lite (free), Pro ($72 a year per user) or Team (starting at $30 per month), with versions for Mac and Windows desktops.

OfficeTime

officetime.net

This program provides easy tracking of time spent on projects and billable hours, and is particularly suitable for hourly planners. Data can be synchronized between devices for overall reports. Versions are available for Windows and Mac desktops ($47), as well as iPhone and iPad ($7.99) — both a one-time cost.

Toggl

toggl.com

Entirely web-based and SSL-encrypted, this tool is an extremely simple time- and task-tracking app. It allows integration with Intuit Freshbooks and Basecamp (from 37signals LLC). Versions are available for Windows, Mac and Linux desktops, as well as iPhone and Android ($5 a month per user).

Stayfocused

chrome.google.com/webstore

This free browser plug-in lets users limit online surfing. Lots of easy-to-set features can bolster the willpower of the worst web-surfing procrastinators by automatically shutting off programs after the time allowance the user sets. The tool is available only for Google's Chrome browser.

Pocket

getpocket.com

Formerly known as Read It Later, Pocket is a free app that allows users to save content (from browsers or other apps, including Twitter, Flipboard, Pulse and Zite) for offline reading — and in the case of the iPad app, video. It can synchronize that content on a variety of devices, including tablets, smartphones and desktops.

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

What's the first thing advisers should do when they get home from a conference?

After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?

Latest news & opinion

Is Fidelity competing with retirement plan advisers?

As the Boston-based mutual fund giant expands the products and services it brings to the retirement market, some financial advisers say the firm is encroaching on their turf.

Gun violence hits investment strategies, sparks political debates with advisers

Screening out weapons companies has limited downside.

Whistleblower said to collect $30 million in JPMorgan case

The bank did not properly disclose that it was steering asset-management customers into investments that would be profitable for JPMorgan Chase.

Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later.

If Finra eases firm oversight of outside business activities, broker-dealers could lose revenue

Brokerage firms would no longer be able to charge reps for supervising nonaffiliated RIAs.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print