Advisor Insights

Collaboration Tools to Increase Your Productivity

Helen Modly, CFP, CPWA

By  Helen Modly, CFP, CPWA, and Tiffiny Dimel, CFP

Today's online collaboration tools replicate everyday business functions, moving them to a single location through a suite of chat, file-sharing, and other apps so users can boost teamwork, track internal projects more efficiently, and quickly and effectively share ideas and information. By centralizing communication and providing the proper tools for tracking deliverables, you can remove nonessential clutter from your inbox and reduce your meetings to the content that matters.