Advances in Tech
Hosted by
Financial planning professionals are always looking for innovative tech to navigate the new wealth management landscape. Set yourself up for success in 2023 and beyond by integrating the latest software and digital tools at your financial planning firm. Advances in Tech brings together some of the latest software and technologies that are helping the industry move forward. These short demos showcase new capabilities to improve workflow and client interactions, and grow your firm. Come back to see more demos!
Featured Technology
Reimagine with possible in wealth management with Betterment for Advisors, an end-to-end RIA custodian helping advisors scale their practices and deliver a high-quality, personalized client experience. By combining our technology with an advisor's personal touch, we can help you grow your business.
Transform how your clients make payments with bill pay for wealth management and family office -- designed with clients' privacy and security in mind. Learn how you can save an average 50% of time on accounts payable, with an efficient and simplified four-step workflow.
Fidelity Portfolio Quick Check is an on-demand portfolio construction tool designed to give you quick, actionable insights to help improve your portfolio. Watch this exclusive demo, and discover the solutions it provides.