Time-saving tech tools

APR 04, 2013

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.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.