You know that drawer in your advisory firm’s breakroom? The one cluttered with outdated USB drives, tangled cords, and forgettable conference swag? That’s where most "tech gifts" end up — forgotten, unused, and irrelevant.
But in Salt Lake City’s fast-moving financial services world, where compliance deadlines and cybersecurity threats loom large, the right tech upgrades aren't just appreciated — they're essential. Whether you're leading a team of advisors or running a boutique RIA, these handpicked tools solve real IT problems for financial advisors and their teams.
Let’s make this the year your tech gifts do more than just collect dust.
FOR REMOTE TEAMS: ELEVATE THE HOME OFFICE EXPERIENCE
High-Quality Webcam ($100–$150)
Built-in laptop cameras can make even your best compliance update look like it was filmed in a basement. An external webcam boosts clarity, professionalism, and presence on client calls.
Our Pick: Logitech Brio 4K
- 4K ultra-HD
- Low-light correction
- Plug-and-play with Zoom, Microsoft Teams, and Salesforce-integrated CRMs
Why Advisors Love It:
First impressions matter. Whether you're delivering a financial plan or hosting a virtual client onboarding, a professional setup adds credibility and shows you take security and presentation seriously.
Bonus Tip: Pair it with a desktop ring light for extra polish on client Zooms.
Desktop Monitor Light Bar ($50–$90)
Your advisors are burning the midnight oil — don't make them squint. A light bar delivers focused lighting without glare.
Our Pick: BenQ ScreenBar
- Asymmetric lighting avoids screen reflection
- USB-powered
- Space-saving design
Why Advisors Love It:
No more eye strain during late-night compliance reviews or rebalancing sessions. Ideal for advisors who work long hours and need ergonomics that support, not sabotage, their workflow.
Wireless Keyboard ($120–$180)
For those constantly navigating financial planning software, a high-quality keyboard reduces fatigue.
Our Pick: Logitech MX Mechanical
- Connects to up to three devices
- Mac and Windows compatible
- Long battery life
Why Advisors Love It:
Speed matters when you’re toggling between CRM, Morningstar, and Riskalyze. A better keyboard means fewer mistakes and faster turnaround.
FOR ADVISORS ON THE GO: STREAMLINE YOUR MOBILE WORKFLOW
Compact Power Bank With Built-In Cables ($90–$120)
When you're heading to a lunch-and-learn or flying to a conference, carrying extra cords is a hassle. Go all-in-one.
Our Pick: Anker Laptop Power Bank
- Lightning, USB-C, and Micro-USB built in
- High-capacity, TSA-approved
- Fast-charging
Why Advisors Love It:
No more frantic searches for a charger before a client meeting. This tech gift eliminates that anxiety.
Noise-Canceling Earbuds ($200–$350)
Whether you’re analyzing portfolios in a bustling coffee shop or jumping on a compliance call at SLC International Airport, ambient noise can ruin your focus.
Our Pick: Sony WF-1000XM5
- Industry-leading ANC (Active Noise Cancelation)
- 8-hour battery life
- Dual connectivity
Why Advisors Love It:
Focused time equals higher productivity. These are a game-changer for financial professionals in motion.
Portable Laptop Stand ($40–$90)
Elevate your screen. Protect your neck.
Our Pick: Roost Laptop Stand
- Adjustable height
- Collapsible and lightweight
- Designed for travel
Why Advisors Love It:
Perfect for hotel desk setups, conference tables, or anywhere your advisory firm takes you.
FOR THAT CLIENT WHO "HAS EVERYTHING"
High-End Tech Organizer ($50–$100)
Every advisor and every client is juggling cables, chargers, adapters, and dongles. This keeps it all in check.
Our Pick: Bellroy Tech Kit
- Smart compartments
- Premium leather or fabric options
- Compact and stylish
Why Advisors Love It:
Packing for a roadshow or annual review becomes less stressful. A great gift for high-value clients.
Smart Notebook System ($35–$40)
Ideal for the traditionalist advisor who still likes to jot things down, but hates retyping them later.
Our Pick: Rocketbook Fusion
- Digitize notes to cloud instantly
- Reusable pages
- Includes erasable pen
Why Advisors Love It:
Combine analog thought with digital organization. Perfect for strategy sessions or compliance planning.
FOR YOUR ENTIRE TEAM (WITHOUT BLOWING YOUR BUDGET)
Portable Phone Sanitizer ($60–$90 Each)
Phones carry more germs than a toilet seat (seriously). These UV sanitizers clean while charging.
Our Pick: PhoneSoap 3
- UV-C light disinfection
- Works with all smartphones
- Wireless charging support
Why Advisors Love It:
Show your team you care about their health without being preachy. Plus, nobody likes a sticky phone during client meetings.
TECH GIFTS TO SKIP
- Cheap Branded USB Drives: No one trusts an 8GB drive in 2025.
- Bluetooth Speakers Under $100: They’ll sound cheap, because they are.
- Fitness Trackers: Sends the wrong message. Stick to tech that supports productivity.
- Smart Home Devices: Too personal. You don’t know their tech ecosystem.
- Generic Charging Pads: Most don’t even work with today’s phones.
The Bottom Line
The best tech gifts solve real problems. For Salt Lake City financial advisors, that means less downtime, fewer distractions, and more efficiency in a compliance-heavy world.
Forget flashy. Go functional.
If you're still wondering what technology will help your firm deliver better service, improve cyber resilience, or scale without blowing your budget — we can help.
Click here to book your FREE network assessment with Qual IT.
Because the best upgrades are the ones your team is still using six months from now — not the ones they left in the breakroom drawer.
