Insights Technology

Thanks to rapidly advancing technology, financial advisors have access to more data than ever before. But trying to sift through that data and actually use it to enhance your business and client experience can be a challenge.  How can you be sure you’re measuring the right metrics, or interpreting the data correctly? How can you …

 As financial advisors grow their businesses, their operational needs can drastically change, along with the need to provide competitive services. That’s where financial advisor technology comes in. The best financial advisor tools will enhance your processes, save you time and money and foster connections with clients about their specific goals. Today’s technology offerings can …

 In a world where there’s an app for everything, client expectations around technology are greater than ever and cyber threats are on the rise, financial advisors find themselves navigating an extremely complex technology landscape. From back office to client engagement to portfolio management systems and platforms, advisor technology is critical to being effective, meeting …

The financial advisor software landscape continues to evolve, with new digital tools hitting the market each month. With the right tech stack, you can deliver a better client experience, improve your financial recommendations and run a more efficient firm. The challenge is figuring out just what combination of software programs would best deliver this result. …

Today’s investor is reaping the benefits of digital transformation in their personal and business life. Increasingly, they expect their financial advisor to leverage the latest digital tools, too, and use them to provide a seamless experience. That’s where your financial advisor tech stack comes in. By integrating your financial advisor tech stack into your firm …

As an advisor, it’s crucial that you deliver the best client experience that you can. And one of the key components in doing that is an accessible, user-friendly technology stack. But putting together a top-of-the-line tech stack is no easy task. What software do you need? How do you choose the best software for your …

  What if you had technology that could read a client’s tax return, analyze it and give you a solid starting point for their financial plan, all in a matter of minutes? Think of all you could do to better your business and deepen client relationships with that saved time. Check out our case study, …

No advisor has a crystal ball. When we look toward the future, the reality is that we don’t know what environment advisors will need to work out of next month, next year or next decade. When COVID-19 burst onto the scene, forced quarantine and changed the way we did business, advisors learned firsthand how important …

How One Firm Utilized Technology and Partner Firms to Have One of Its Best Years Ever “You’re here to help, not sell. If you’re perceived as a service provider, not a product guy, you’re going to get business.” The finance world moves quickly. The markets change, the 24-hour news cycle transforms the landscape, and technology …

Almost everything is online or in a cloud now – banking services, social media, medical records, business files, advertisements, marketing, games, music, text messages and more. It’s easier than ever to stay connected, work more efficiently and stay organized – plus the digital world is greener than putting everything to paper. Sounds perfect, right? Well, …

Release Notes: Version 20.2.2  |  June 3, 2020 New onboarding cases from CX will be created with a default “Closed” status in C.E.O. to help advisors better organize their workload. This update – details below – is effective as of Wednesday, June 3, 2020. Default “Closed” Status: New onboarding cases from CX will be created with …