10 Online Tools Advisors Cant Live Without<br><br>
InvestorWatchdog.com is a free educational and interactive service where advisors can communicate with potential clients as well as track and compare their personal performances to other advisors.
The site features more than 40 online tools for tracking, comparing and communicating with advisors and clients.
Here are the top 10 most useful and popular advisory tools available on Watchdogs site.
Source: Jack Waymire, founder of InvestorWatchdog.com
1. Find an Advisor<br><br>
2. Performance Tracker<br><br>
3. Review Research Reports<br><br>
Allows investors to compare advisors side-by-side.
4. Performance Benchmarks<br><br>
5. My Financial Requirements<br><br>
Each interaction is documented and archived, but changes can be made and can act as a written agreement.
6. My Financial Advisors<br><br>
Investors input advisor contact information and identifies them as current or prospective.
7. Research Advisors<br><br>
Advisors can compare their Advisor Scorecard to other advisor scorecards.
8. Get the Facts<br><br>
9. Interview/Select Advisors (Tools & Guides)<br><br>
Provides guide for interviewing advisors.
10. Monitor Current Advisors<br><br>
Watchdog gathers the data, produces reports, and archives the data.
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