Practice management software

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

It’s hard to fight inertia. Very hard.

Without advisor buy-in, scale can't be achieved, the tech executive says.

It's easy to hate the mounds of email in your inbox. I'm quite the contrarian. With the right approach, you can close deals, hire amazing talent and connect great people. Here's how I've done it, while maintaining Inbox Zero.

The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.

There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.

Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.

These tools could save months of time — are they worth the investment?

Advisors are craving mobile solutions, and vendors are looking to satisfy.

From CRMs to robo advisors, planners share what's in their toolkit.

New platform upgrades seek to aggregate data and address client concerns.

'Know which problems you are trying to solve,' says InlVest speaker Kabir Sethi.

Eight tech tools planners can use to transform their practice.