Financial advisors research markets, track client account news, monitor economic indicators, and prepare meeting materials — much of this in a browser. Firefox extensions for investment and wealth management work:
Portfolio and market monitoring
Stock Market Dashboard — a quick snapshot of market performance on every new tab. Track indices, individual holdings, and sector moves without opening a brokerage platform.
Add client watchlists directly in the extension. Useful context before client calls.
Financial news and economic data
News Widget Dashboard — RSS feeds from financial news sources: Financial Times, Bloomberg Markets RSS, Federal Reserve news releases, SEC filings via RSS, FRED economic data.
Client meeting prep tasks
Daily Planner — today's client and research tasks: "Review portfolio allocation for 3 clients," "Prepare Q4 performance summary," "Call Smith family re: estate plan update."
Research tabs per client or account
Tab Manager — save tab sets per client or investment thesis.
Meeting prep for a client might include: their account dashboard, recent performance data, economic research, and your internal notes. Tab Manager saves the context between sessions.
Client communication writing
AI Writing Assistant — grammar checking for client letters, quarterly reports, and proposal documents. Runs locally — no client financial information is sent to external services.
Advisory habit tracking
Habit Tracker — monthly check-ins for professional development: "reviewed one new research paper," "conducted 5 client reviews," "logged continuing education hours."
All are part of a series I built — see the full series.
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