Account Aggregation: A Complete Guide for Financial Advisors
As a financial professional, you’re likely already using account aggregation services to pull together clients’ financial data. Aggregation is an… Read More
Fintech
Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.
How Top Advisors Are Combining Financial Psychology and Technology
For today’s financial planner, delivering a plan is table stakes, and providing a personalized planning experience is no longer just… Read More
From Prospect to Plan: The Role of APIs in Expanding Financial Planning
For the largest financial planning firms, leveraging APIs in the right way can help serve clients differentiated content and expand… Read More
How Insurers Are Embracing the Future with Upgraded Tech Stacks
When it comes to technology trends in the insurance industry, the customer experience reigns supreme. That’s the message from a… Read More
Cybersecurity for Financial Advisors: Protecting Your Firm from Supply Chain Cyberattacks
The financial services industry is a prime target for cybercriminals. Though there are many different types of cyberattacks that could… Read More
Why Banks Are Turning to Planning Tech to Boost Client Engagement
What will the future of banking look like? Recent research paints a picture of a more personalized, holistic, and tech-driven… Read More
4 Tips for Building an Advisor Tech Stack as a Solopreneur
The digital age has given rise to the solopreneur advisor, working independently without a team to get things done. These… Read More
Holistic Financial Planning: 4 Steps to Get Started
Holistic financial planning incorporates a client’s total life and financial circumstances into their plan. The purpose is to go beyond… Read More
Using Account Aggregation to Grow Your Business
It would be difficult to create a holistic financial plan for any client without a full picture of their financial… Read More
Is There an RIA Tech Stack Recipe?
As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business… Read More
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