Technology is supposed to make running an advisory business easier. And in many ways, it has.
But then the tsunami of tech tools came crashing down on firms like yours.
A customer relationship management system (CRM) here. An e-signature platform there. And don’t forget the marketing software, compliance tools, and planning software. Oh, and the client portals. The product platforms. Those handy reporting dashboards.
Updated September 8, 2023, at 9:40 AM Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, …
Updated September 25, 2023, at 3:45 PM With the proliferation of fintech innovation, advisors have hundreds of thousands of digital tools and services at their disposal to automate tasks, build financial plans, …