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Digital Tools to Grow Your Financial Advice Business Part 2: Operations

There’s no doubt digital tools have the power to transform the way you do business. Here’s a range of digital tools that can help expand and improve your business’ operations.

2 min read

There’s no doubt digital tools have the power to transform the way you do business.

The first part of our digital tools series offered insight into a range of tools that can assist in streamlining your business’s communication.

Now, in part two, we look at how a set of different tools can help expand and improve your business’s operations and help you continue with your personal digital (r)evolution.

Please note: Not all are free, and most you will need to upgrade pricing plans for added benefits.



Inherited from the Japanese word “Gojira”, which means Godzilla, Jira is a software development tool that many teams are jumping on to manage and track their team’s efforts. It’s agile enough to support any methodology, be it scrum, kanban, or your own unique flavour. You can create agile boards, reports, plan, track, and manage all your agile software development projects from a single tool.


Think content collaboration, like a wiki, but for businesses: Confluence allows members to collaborate, exchange information – documents, plans, wikis, team workspaces, threaded discussions, workflows and so on – all in one place. With a clean user interface and editor, anyone can use it.

Tasks can be prioritized for the day, and can go so far as to reveal whether the team is on the same page for the significance of certain tasks; waiting on you for work, or if they are working on a task that you might be waiting on.


For those of you who have a tendency to give each task an elaborate process that needs to be followed, SweetProcess will help you share it with the rest of your team members. It also helps to get new employees into the groove quicker.

Missed the first part of our Digital Tools series? Pop over here to learn how to improve the way your business communicates and stay tuned for the third part.