Advisor firms have grown in size and complexity, but CRM platforms have failed to keep up with the demands, leaving opportunities open for tech firms to serve RIAs.
TeaserGathering and analyzing client tax information remains a challenge to advisors, but current tools are capable of looking backwards as well as forwards in time.
The newest advisor-focused AI notetaker arrives with a low-price pitch for enterprises – but is it too little, too late to gain market share?
Meanwhile, AdvisorEngine has announced new partnerships for AI notetaking, client data access, and streamlined workflows.
The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.
Advisors have had to choose between generic and advisor-specific AI tools, but with only a 20% market saturation, there is room for Wealthbox and others to shift the competitive landscape.
Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI platform addressing three financial industry pain points.
Leading estate-planning tech provider Vanilla has also unveiled key AI upgrades to help its advisor users.
Canadian-owned RIA firm to unify investment operations using Vestmark's trading and portfolio management system amid ongoing national expansion.
More than three-quarters of planners believe AI will enhance client service, but call for more training and guidance.
The leadership changes are happening just as the firm forges a strategic partnership with AI notetaking leader Jump.
The $21 billion RIA is adding financial safety tools to help advisors support aging clients and strengthen cross-generational ties.
The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.
Affected advisors must now decide whether to move to Black Diamond, highlighting the arduous nature of changing portfolio management software.
