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T3 report highlights top tech for advisors
Here are the fintech tools advisors are using, from CRMs to video conferencing.
The latest in financial #AdvisorTech — June 2023
This month's highlights include Riskalyze's rebranding as Nitrogen, InvestCloud's executive exodus, Snappy Kraken's launch of an outsourced marketing service, and Lumiant's acquisition of health and longevity software Genivity.
Redtail integrates with Flourish, Morningstar partners with Asset-Map
Cash management fintech Flourish can now pull client data directly from Redtail's CRM system to prefill application forms, while Morningstar will integrate Asset-Map client engagement technologies.
Growth or flexibility? Fintechs must choose
Fintechs may find themselves mimicking some of the same strategies advisors use to demonstrate the value they bring to clients during difficult markets.
