TITLE

The Portable Planner

AUTHOR(S)
McCarthy, Ed
PUB. DATE
March 2003
SOURCE
Journal of Financial Planning;Mar2003, Vol. 16 Issue 3, p54
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article looks at the various technologies that enables financial planners to work from almost any location as of March 2003. For many advisors, their laptop/notebook computer is the most essential piece of portable technology. Although notebooks cost more than equivalently equipped desktop computers, high-end machines still cost less than $3,000, so a well-equipped laptop doesn't require a large outlay. Some advisors use a desktop computer at the office and travel with the notebook, while others use the notebook as their primary computer. For many advisors, their personal digital assistant (PDA) is an important productivity tool. Both the Palm and Microsoft PDAs are available in a range of prices and features, and the more powerful units can often serve as replacement laptops. Properly equipped PDAs can work with Microsoft Word and Excel documents, run PowerPoint presentations, and send and retrieve e-mail, either by phone line or wirelessly.
ACCESSION #
9309797

 

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