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, track performance, analyze markets, predict behaviors, and improve communication. It’s an explosion of new capabilities, with fintech investment increasing by 84%, from $12.7 billion in 2020 to $23.4 billion in 2021, according to Deloitte.
tech tools for financial professionals
Independent financial professionals have complex jobs. In a single day, financial professionals could juggle between marketing, financial planning, website management, client meetings, and data gathering—to name a few. Luckily, technology and financial…