Search

Wealth Management
Wealth Management @wealth_mgmt ·
How can RIAs reduce admin burden and elevate client experience? Sara Clark of @MissionWealth shares how automation, AI tools and workflows are freeing advisors to focus on clients. Read more: spr.ly/6014B69B3r #RIA #WealthManagement #AdvisorTech
Q&A: Mission Wealth’s Sara Clark on Rethinking Advisor Workflows

The RIA uses automated workflows, AI tools and service models to reduce administrative burdens and boost client experiences.

From wealthmanagement.com
1
235
TERRANAGROUP
TERRANAGROUP @TERRANAGROUP ·
Altruist keeps redefining what advisor‑first innovation looks like. Their new AI‑powered tax planning tool is another bold step forward — and the industry is feeling it. Proud to cheer on a partner that’s truly shaping the future of custody #AdvisorTech buff.ly/TiZqdtZ
22
Byrnes Consulting
Byrnes Consulting @ByrnesConsultin ·
Nice work @MichaelKitces keeping this info up to date. #AdvisorTech will be exploding in the coming years.
MichaelKitces MichaelKitces @MichaelKitces ·
In this month's latest in #AdvisorTech news. @altruist's launch of a new AI-powered tax planning add-on to its Hazel AI notetaker, which triggered a big selloff in the stocks of established RIA custodians like @CharlesSchwab, @LPL, and @RaymondJames: kitc.es/4aRqeya And ncements: -@JumpAdvisorAI and @zocksio each announced Series B fundraising rounds. -@FMGSuite has acquired Testimonial iQ -After a number of years where Holistiplan was the dominant tax planning software on the market, a slew of new competitors have recently arisen from both existing platforms (like @WeAreWealth, @NitrogenWealth, and @altruist) and new startups (like @hivetatech and april) -AI meeting support startup @ContioAI (founded by Riskalyze founder @AaronKlein) has launched its new MeetingOS software. -@maxmyinterest has launched a new private banking service for RIAs with ultra-high-net-worth clients. And latest additions to the #fintech map: -@OrgIQHQ (Communications Archiving/Monitoring) -@WealthStreamHQ (Financial Planning) -@deepvest_ai (Investment Data/Analytics) -@CloudQixAI (Workflow Support) -Spaces (Prospecting) -@hivetatech (Tax)
30
MichaelKitces
MichaelKitces @MichaelKitces ·
In this month's latest in #AdvisorTech news. @altruist's launch of a new AI-powered tax planning add-on to its Hazel AI notetaker, which triggered a big selloff in the stocks of established RIA custodians like @CharlesSchwab, @LPL, and @RaymondJames: kitc.es/4aRqeya And ncements: -@JumpAdvisorAI and @zocksio each announced Series B fundraising rounds. -@FMGSuite has acquired Testimonial iQ -After a number of years where Holistiplan was the dominant tax planning software on the market, a slew of new competitors have recently arisen from both existing platforms (like @WeAreWealth, @NitrogenWealth, and @altruist) and new startups (like @hivetatech and april) -AI meeting support startup @ContioAI (founded by Riskalyze founder @AaronKlein) has launched its new MeetingOS software. -@maxmyinterest has launched a new private banking service for RIAs with ultra-high-net-worth clients. And latest additions to the #fintech map: -@OrgIQHQ (Communications Archiving/Monitoring) -@WealthStreamHQ (Financial Planning) -@deepvest_ai (Investment Data/Analytics) -@CloudQixAI (Workflow Support) -Spaces (Prospecting) -@hivetatech (Tax)
7
2
3.3K