Technology is supposed to make our lives easier. But for many advisors, the promised efficiencies of new “integrated” software tools have been nothing short of a high-priced scam. Instead of instantaneous, critical and actionable client information at your fingertips, you’ve had to contend with disparate, costly systems that inundate you with useless data and waste your time with unnecessary processes.
Luckily, there is a selective new breed of firms in the advisory industry that do not believe in following the status quo. These firms are rethinking the way technology can be applied to the industry, and are tailoring systems and solutions to those advisors on the front lines—not just to the back-office workers.