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.
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.
Affected advisors must now decide whether to move to Black Diamond, highlighting the arduous nature of changing portfolio management software.
