November 16, 2017 | Runtime: 4:33
How does Black Diamond's technology play a role in allowing an advisor firm to differentiate itself from the competition? Bob Conchiglia joins us for a discussion.
November 10, 2017 | Runtime: 2:25
Just like a DeLorean can't run on bad plutonium, a CRM can't run on bad data. For today's case, Gadget Girl investigates how Redtail is creating a CRM with some style.
November 01, 2017 | Runtime: 1:46
What do a DeLorean and a CRM platform have in common? Surprisingly, a lot. For today's case, Gadget Girl consults the experts at Redtail on the importance of having a great CRM.
July 07, 2017 | Runtime: 4:12
For today's case, Gadget Girl is betting it all on Junxure to find out how advisers can get the most from new technology and how better adoption can improve client service.
May 30, 2017 | Runtime: 4:33
Shockingly, a majority of Americans don't have a retirement plan. For today's case, Gadget Girl is hitting the streets of Manhattan to find out what Vestwell is doing to democratize retirement.
May 19, 2017 | Runtime: 5:11
Advisers are constantly looking for ways to improve client engagement. For today's case, Gadget Girl is taking on Texas to find out what Envestnet Tamarac is doing to help solve this issue.
March 10, 2017 | Runtime: 3:59
Efficiency is critical for financial advisers. For today's case, Gadget Girl isn't afraid to take this investigation airborne to find out why Orchestrate is soaring in the financial services industry.
March 02, 2017 | Runtime: 3:37
Magic is not a term you hear often in the financial services industry. For today's case, Gadget Girl uncovers how with a little technology magic, Laserfiche is making paperwork disappear and process automation a snap.
February 20, 2017 | Runtime: 4:42
For advisers and their clients, a plethora of numbers and data can be rather overwhelming. For today's case, Gadget Girl attempts to make sense of data aggregation, and she isn't afraid to use a taco to make it happen.
November 17, 2016 | Runtime: 4:15
Stereotypically, a lot of people think the only way advisers add value is through picking stocks, but is that really true? We chatted with advisers to see where they really add value and how a robo-platform can help you regain that focus