I’ve received several calls lately from advisors asking whether they should get a digital tablet for use in their practice.
It’s easy to be drawn to this technology trend. Tablets are mobile, easy to use, and have a long battery life (often 8-10 hours). They also offer significant “cool factor” that some clients may appreciate. Often, the challenge with tablets is that they don’t offer the flexibility or power that is required for many advisors’ day-to-day activities, such as advanced trading and forms population. Typing on the “on-screen” keyboards is unpleasant and slow. Not all systems offer apps for mobile devices and many sites do not work properly on mobile web browsers. For most advisors, a traditional computer is still required to properly service client needs, which requires carrying around a bulky laptop. Read more