Resources > Tools and Checklists
Welcome to the Resources section of AdvisorTek.com. Here you will find calculators, surveys and checklists to help you make software and technology decisions.
Tech Savvy Quiz
Take this quick quiz to see how tech savvy you and your practice are. There is no right and wrong score but it will give you a starting point in evaluating how you use software and technology.
Contact Management Software Checklist
This comprehensive checklist will help you evaluate your short list of Contact Management software packages. It covers ten categories you should use to evaluate a Contact Management software program.
Financial Planning Software Checklist
This comprehensive checklist will help you evaluate your short list of Financial Planning software packages. It covers ten categories you should use to evaluate a financial planning software program: Planning areas, Features, Compatibility, Demos, Costs, Licensing/Updates, Training, Support, Vendor and System requirements.
Financial Planning Software Evaluator
This calculator lets you do a side by side comparison of three financial planning software packages. You rate each program on ten categories and the calculator gives a total score for each program.
Real Cost of Software
Use this calculator to estimate the total cost of owning a software package. It accounts for direct and indirect software costs. You may be surprised to find out how high some of the indirect costs can be.
Computer Security Quiz
Take this quick quiz to see how well you incorporate computer,
software and client data security into your practice.
Computer Security Checklist
For a more detailed assessment of how secure your practice is, use this 10-point security checklist. The checklist will help you quickly and easily reduce your risk from viruses, hackers, computer theft and similar threats.
Website Evaluation Quiz
This quiz lets you evaluate how well you are using your website as a marketing and client service/content tool.
