The Future of Financial Advice is Here

Words from our CEO, Tony Mazzali, and President, Jeff Casey:

If you’re not utilizing standardization, integration, and automation of data, you’re already behind.

Today’s wealthtech landscape is saturated with seemingly endless solutions for every facet of the financial advisor business, from all-in-one behemoth platforms to niche, highly focused products.

So it’s unsurprising that research indicates technology has become the top spending priority for wealth managers – above continuing education, hiring, compensation and client acquisition. And yet, a recent Financial Planning technology survey indicates that only 38% of advisors believe their firm has “definitely” focused on the right technology to keep them competitive in the market.

We believe the sea of tech solutions may be part of the problem.

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