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

Senate vote on NIL bill could reshape college athletes' paydays
Senate vote on NIL bill could reshape college athletes' paydays

The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.

'I'm done': Pandemic memories push business owners toward the exit
'I'm done': Pandemic memories push business owners toward the exit

"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.

Northern Trust bulks up family office team with New York hires
Northern Trust bulks up family office team with New York hires

Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.

AI tax breaks draw Warren probe of Meta, Google, Amazon, Microsoft
AI tax breaks draw Warren probe of Meta, Google, Amazon, Microsoft

Senate Democrats seek data on data center deductions under the 2025 tax law as proposals to tax artificial intelligence multiply.

RIA M&A slowdown threatens record streak, DeVoe says
RIA M&A slowdown threatens record streak, DeVoe says

Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains