How Female Financial Advisors Leverage Technology for Growth
If you are a female financial advisor who is not leveraging technology to help build your clientele, you might want to rethink your strategies. Carson’s 2025 State of Women in Wealth Management report reveals an overwhelming 89% of female wealth managers acknowledge technology played a significant role in their success—both in the office and at …
Power Your Technology and Enhance the Client Experience with Data
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 …
Our Favorite Financial Advisor Tools to Add to Your Tech Stack
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 …
Eight Common Advisor Technology Pitfalls and How to Avoid Them
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 …
Understanding Which Financial Advisor Software Your Firm Needs
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. …
The Essential Guide to a Financial Advisor Tech Stack
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 …
Building a Top-of-the-Line Tech Stack
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 …