Future-ready tech built for future-ready advisors.

#wealthtech #advisortech #wealthmangement

For the second year in a row, Conquest will be sponsoring the Canadian AdvisorTech Expo from November 14 to 17! If you’re a financial advisor or planner wanting to learn how you can use technology to elevate your practice, be sure to register below! 👇
advisortechexpo.ca/event/a82dc866…

Happy 6th Birthday Kitces AdvisorTech Map!!!

You are a silent but powerful witness of our industry's evolution. You started in April 2018 with 29 categories and 188 firms ... and grew steadily over time, now showcasing 36 categories and 459 firms.

We celebrate the diversity of

Looking for an intuitive onboarding process?

AdvisorFlow is a secure platform built with both #advisor s and their clients in mind!

#finance #financialadvisor #advisor #niche #management #advisor update #technology #advisor tech #experience

Absolutely!

Since firms’ technology needs change over time, and AdvisorTech software tools are constantly adding new features, conducting an annual tech stack audit can help ensure firms are maximizing their technology investments.

Clients not enjoying filling out PDFs and paper documents?

Try AdvisorFlow! A secure digital platform that's built to support your practice.

#finance #financialadvisor #advisor #niche #management #advisor update #technology #advisor tech #experience

Excited to see clients, colleagues and friends at #FutureProofAC , the world's largest wealth festival, Sept 10-13 in Huntington Beach, CA. Please come by our booth #506 to catch up!
#wealthmanagment #advisortech #portfoliomanagement #techstack #assetmanagement

Difficulty keeping track of clients and PDFS?

Streamline your onboarding process by replacing PDFs with AdvisorFlow's customizable surveys: bit.ly/3Jg7zOA

#finance #webinar #financialadvisor #advisor #niche #management #advisor update #technology #advisor tech

Join me in this #continuingeducation #podcast where Adam and I talk #retirement planning and #advisortech bit.ly/3JMkKIS

📹 #VideoInterview : The ability to serve customers en masse at the right time is a major trend for #insurance and #insurtech . 📈

I had the honor of sitting down with Stefan Bachmann, a Board Member at JDC Group AG, a leader in Advisortech.

#Technology #DataManagement

We help financial advisors in a variety of business models reach success through efficient, time-saving technology.

#advisortech #fintwit #whoweserve

Thrilled to see ARQA featured in the recent edition of Financial AdvisorTech Solutions Map!

We’re proud to be recognized in the Investment Management category alongside other industry leaders. At ARQA, we're transforming wealth management into a dynamic experience,

You’re seeing it here first, #FutureProofAC !

orion.com/no-comparison

Orion WealthTech Eric Clarke Daniel Crosby #fintech #wealthtech #wealthmanagement #advisortech #RIAs

You don't want to miss the incredible line-up of demos at the #advisortech Expo next week at Exchange 2025 🔜 Las Vegas, NV:

VRGL
Elements
Holistiplan
And our own Zach Conway

Special thanks to Ritholtz Wealth Michael Batnick for facilitating the rockstar lineup!

Next week, VRGL is attending Exchange 2025 🔜 Las Vegas, NV at the Fontainebleau Miami Beach, Florida! ☀️

Come see a LIVE demo of VRGL during Michael Batnick's session, 'Be a Better Advisor: AdvisorTech Expo - Breaking the Mold'. You won't want to miss this!

#exchangemiami #exchangeETF

From increasing productivity to standardizing processes, dictation software has a host of benefits.

We’re walking through the top 5️⃣types of advisors who gain the most with Mobile Assistant.

→ mobileassistant.us/5-ways-dictati…

#AdvisorTech #DictationSoftware #FinancialAdvice

Thanks to MichaelKitces and his entire team for including AdvisorFinder 🟣 on the #AdvisorTech map

We’re making a wave (purple wave) in the wealth management industry, and we’re just getting started!!

✅ The first client-centric marketplace to find an advisor

We’re gearing up to revolutionize how advisors engage with both prospects and clients.

Book a demo now for a sneak peek of our game-changing engagement technology: buff.ly/3FnLeOh

#staytuned #fintech #financialservices #advisortech

Should you invest in the latest #advisortech ?

Find out in this #AUM replay brought to you by the Financial Planning Association (FPA) with Emily Koochel and Connor Sung from John Utah-money John UtahMoneyAdvisor:

kallicollective.com/a-u-m-how-clie…

#fintech #askusmarketing

Currently updating logos on my advisortech directory database