First, thanks everyone who helped me with figuring out which PDA to buy.
I finally decided on the Dell X30 midline, and am loving it. I'm looking to purchase AgendaFusion from PocketGear and since they've got a deal buy 2 software and get 25% off the entire order I'm looking for suggestions on must have software. I'm a financial professional that is out in the field all day helping people with retirement planning, if that helps anyone narrow down the suggestions. I live by my calendar which is why I'm going with AgendaFusion. Thanks for all the help!