I did a demo of Andes Wealth today - I'm interested if there are other softwares that auto-create the IPS? There's not an "IPS" category on Kitces... :)

This past week, I've been neck deep in Advyzon trying to learn the ins and outs. Love to start a thread here from current users or those considering switching to Advyzon. What are its pros and cons? @Timothy Bickmore @Terry Herr @Jeff Grimes @Michael Stringer

Has anyone else seen this? https://www.wealthmanagement.com/technology/missouri-regulators-send-warning-letter-advisors-using-data-aggregation-tech "Firms that use client log-in data, with permission, and presumably would fall under Missouri's warning, include Envestnet's Yodlee, Morningstar's ByAllAccounts, AllData from Fiserv (formerly CashEdge) and Pontera, used by many firms to access a client's workplace retirement plan data." "Pontera was the named target of a similar warning letter sent to advisors in Washington by that state’s securities regulators, as CityWire first reported in December 2023 and again in February." I feel like this is a big deal, right?

Scores are a mixture of Kitces and t3 satisfaction scores. Attached pie chart is the results of my tech survey so far.

Check out Forms Logic: - At its core, a database used to fill out forms AND - Store all the information that's been put on a form - Docusigns cheaper than you can get direct - Workflows to pass forms to the right person to process/review - An enormous forms database to pull from - Embedded code in PDFs if someone prefers to fill it out that way - Or "Turbo-tax" way to work through the fields without being overwhelmed - Obviously, CRM integrations - Push and the pull the data anywhere (just about) - User permissions - and more... Possibly the most in-depth demo out there: https://www.skool.com/proadvisorsuite/classroom/7397272c?md=26d80e8eeb864ea18acf3660bba9dff1