Not the results, I know... I was amped about diving into them. But this is the step before the results, where you take the survey about the tech you're using in your firm. Email from Bob: "Good afternoon. Once again, Joel Bruckenstein and I are conducting our technology survey, asking what programs and services you’re using in the fintech universe, and what you think of them. We’re hoping to get 5,000 responses this year. You’re invited to participate on behalf of your firm. Here’s the link: https://www.surveymonkey.com/r/ZXZWH6L As always, the results and writeup will be made available for free to all respondents and the community at large. We think it’s a great resource; we actually think taking the survey provides an education into what’s new and what’s out there these days—including some of the new AI applications. Best, Bob Veres Inside Information http://www.bobveres.com "

🤔 Advisors & Operators: If you were building a tech stack from scratch and money was no issue, what would you choose? ▶️ Think: scalable, HNW Here are some common categories to get you started: - Custodian - CRM - Portfolio Management / Performance Reporting - Financial Planning - Document Management - Investment Data / Analytics - Fee Billing - Compliance - Communications Archiving - Risk Tolerance - Data Gathering - Scheduling - Retirement Planning - Tax Planning - Estate Planning - Healthcare / Medicare Planning - Insurance Planning - Liability Planning - Charitable Planning - Advice Engagement - Proposal Generation - Voice / Texting - Cybersecurity - Held-Away Assets - Identify Theft - Note-Taking - Email Newsletter - Prospecting - Lead Generation - Video Meetings - Team Communication - Email Hosting - Email Overlay - eSignature - Firm Valuation / Benchmarking (feel free to copy this list and post your picks in the comments below)

Hi all - we're looking for a financial planning software that offers a free demo prior to purchase. Any suggestions?

I've come across a few "tech stack overlays" recently and wanted to start building a knowledge base around them. From my understanding, using APIs, they feed data from your CRM, Financial Planning, Billing, Research, etc tools into one unified dashboard/database and then use that platform to create an advisor portal / client portal. It doesn't take the place of the underlying tools, but compiles their data into useful ways. Some of them are: Milemarker @Kyle Van Pelt AdvisorOS by Summit Wealth @Deleted AdvizorStack @Paul DeMaio We'll be setting up a demo of AdvizorStack in the near future. What questions do you have about these solutions?

Automatically organize your summary notes, create tasks to sync to your CRM, this is worth checking out!