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10 Online Tools Advisors Can’t Live Without

Advisors are constantly on the prowl for new websites, online tools and apps to improve their communication with existing and potential clients. They (and their clients) also like to know where they stand in relation to their peers in terms of performance and services. 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 Watchdog’s site.

Source: Jack Waymire, founder of