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Ask any senior advisor what they wish they had more time for. Client conversations. Planning work. Business development. Ask them what they actually spend their afternoons on. A disconcertingly common answer involves updating records in three different systems that all store the same information but do not share any of it. This is not a […]
The advisory firm that builds its compliance process around a two-week sprint before every examination is not running a compliance program. It is running a cleanup crew. The sprint produces a document. But the document is a reconstruction of what the program was supposed to have captured all year. Regulatory examiners know the difference. The […]
CRM adoption at advisory firms has reached 91 percent (T3/Inside Information 2026 Software Survey). That means almost every firm has a CRM. What that number does not capture is how many of those firms have a CRM their advisors actually use versus a CRM their advisors work around. Redtail and Wealthbox are well-built tools, each with a strong track record in the wealth advisory […]
Quick Answer – You can automate client onboarding by connecting the tools you already own. One intake form can create the CRM record, send the e-signature request, and open the account at once. This removes manual steps and repeat data entry. Firms that do this cut onboarding from days to under an hour of staff […]
Quick Answer – An RIA technology audit is a simple review of every tool your firm pays for, how well it is used, and how well your tools connect. You can run one in an afternoon. List your tools, check who uses them, map how data moves, and mark the gaps. The result shows you […]
Quick Answer : Most advisory firms run one or two demos and then decide. The firms that end up with the right tools check five things before committing: does it integrate with what they already own, does it fit their firm size, does it solve the specific problem they identified, can they speak to reference firms […]
Quick Answer: Most advisory firms pick technology tools based on word of mouth or a vendor demo at a conference. There is a better starting point – a publicly available, independently maintained map of WealthTech tools organised by category. Knowing it exists, and knowing how to use it, can cut your research time significantly and help you arrive at a short list that […]
Quick Answer – A fully connected wealth advisory tech stack links every core system, so client data flows from one to the next without manual work. The CRM sits at the center. Planning, portfolio, compliance, billing, and the client portal all pull from it. One update reaches every tool at once. What does a truly connected firm look […]
Quick Answer – You do not need new software to make your tools work as one. Most advisory firms already own the right systems. The fix is to connect them, so data moves between your CRM, planning, portfolio, and compliance tools on its own. That one change removes hours of manual work every week. Most advisory firms run […]
Two advisory firms can look almost identical on paper. Similar assets under management. Similar number of advisors. Similar client base. Yet one firm wins new clients consistently. The other struggles to explain why growth has stalled. The difference, more often than you would expect, comes down to one thing: a connected technology stack. Quick Answer A […]
