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Stay on top of trends in mobile technology, software, and social media. advisortechtips.com Find out what technology can do for your business. Source: LinkedIn, March 2012. Advisor Tech Tips is a new blog from Putnam Investments that provides helpful insights on how to use today’s technology, and how it can fit into your business. Each week, you’ll find new ideas from Putnam on mobile technology, software, and social media. Or you can suggest your own topic right on the site. We’d love to hear from you. Did you know? 3 out of 4 financial advisors use at least one social network for business 62% of advisors who prospected on LinkedIn in the past year gained new business 5 million affluent investors use social media to research financial decisions advisortechtips.com For more information or a tutorial, please contact your Putnam Wholesaler at 1-800-354-4000.

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Page 1: advisortechtips...Stay on top of trends in mobile technology, software, and social media. advisortechtips.com Find out what technology can do for your business. Source: LinkedIn, March

Stay on top of trends in mobile technology, software, and social media.

advi

sort

echt

ips.

com

Find out what technology can do for your business.

Source: LinkedIn, March 2012.

Advisor Tech Tips is a new blog from Putnam Investments that provides helpful insights on how to use today’s technology, and how it can fit into your business. Each week, you’ll find new ideas from Putnam on mobile technology, software, and social media. Or you can suggest your own topic right on the site. We’d love to hear from you.

Did you know?

• 3 out of 4 financial advisors use at least one social network for business

• 62% of advisors who prospected on LinkedIn in the past year gained new business

• 5 million affluent investors use social media to research financial decisions

advisortechtips.com

For more information or a tutorial, please contact your Putnam Wholesaler at 1-800-354-4000.

Page 2: advisortechtips...Stay on top of trends in mobile technology, software, and social media. advisortechtips.com Find out what technology can do for your business. Source: LinkedIn, March

advi

sort

echt

ips.

com

Stay on top of trends in mobile technology, software, and social media.

10 must-have apps for every advisor

FOR INVESTMENT PROFESSIONAL USE ONLY.

This content is offered for informational purposes only and is not meant as an endorsement for any particular

app, mobile device, or social networking site.

Putnam Retail Management 278433 11/12

FundVisualizer® Use for: Fund screenerPutnam’s open-architecture analytical tool enables you to compare thousands of funds and ETFs, even model portfolios, right on your iPad.

FlipboardUse for: Staying informedCreate your own daily magazine of articles and photos culled from news organizations and other sites. You choose the sites; the app does the rest.

PenultimateUse for: ProductivityQuickly jot down meeting notes and ideas using your fingertips or a stylus. E-mail individual notes, or compile and organize multi-page documents.

BloombergUse for: Staying informedGet instant access to the latest news from the world of business and finance, along with market data from equities, futures, commodities, bonds, and currencies.

SlideSharkUse for: Client meetingsTurn your iPad into a PowerPoint presentation device, optimizing the colors, fonts, and transitions for your meetings on the go.

TripitUse for: ProductivityManage and store your travel itineraries and confirmations in one place. Set up text message alerts that will notify you of flight changes and other events.

CardMunchUse for: Business buildingUse the camera on your mobile device to scan a business card and transfer the information to your contacts folder. You can also connect to each cardholder’s LinkedIn profile.

CardsUse for: Business buildingCreate a customized message and mail it directly to a client, postage included, all from your desktop.

LinkedInUse for: Business buildingBuild your personal brand, search for prospects, and get referrals on this premier business-networking site.

Dragon DictationUse for: ProductivityQuickly dictate a message, and this app will translate it into a text or e-mail — up to five times faster than typing.