Technology
Advisor technology, fintech, workflow automation, and firm productivity coverage.
We Paid for Big Brother: How AI Is Turning Everyday Life Into a Surveillance Machine
Surveillance today is getting out of bed, checking your phone, making breakfast, driving to work, tapping a card, sending a message, going to the gym, collecting the children from school, watching television and going to sleep.
The Autonomy Problem: Advisor360°'s Plan to Rewire the Advisor's Day
That bet, and what it means for the advisor sitting down at their desk tomorrow morning, is what we spent our time on.
Trust, Not Hype: What Kwanti Learned From Watching Shiny Objects Come and Go
Kwanti has spent nearly two decades building portfolio analytics tools that help advisors win prospects, manage books of business, and generate proposals.
Claude for Financial Advisors: What Anthropic Actually Shipped—and What It Didn’t
TLDR: This is a directional announcement about where Anthropic and these platforms are going, dressed up as a ready-to-implement solution for any advisor.
Your Financial Advisor Practice Needs a Technology Implementor
Do you feel like you are running after the train that just left the station? It seems like you can never catch up.
Engineering a Research Platform into an Alpha Discovery Technology
Advanced technology and data platform architecture are being applied to provide higher levels of market intelligence for better design, testing, and validation of investment strategies and model portfolios.
Agentic Marketing for Financial Advisors: How AI Agents Are Changing Advisor Growth
Agentic marketing can respond to changing information and help decide what action makes sense.
How Financial Advisors Can Get Found in ChatGPT and AI Search
The ideal goal is not simply to appear in another search result.
Leverage 4 Tech Tools to Accelerate Grant Life Cycle Management
Firms should audit current infrastructure to identify gaps where these solutions could eliminate friction.
Six Ways Advisors Can Build More Tax-Efficient Portfolios
As investors place greater emphasis on after-tax returns, tax-smart portfolio management has become a key differentiator for advisory firms.
The Evolution of InvestTech for Wealth Managers
InvestTech has been used to describe technology applied to the investment management process
Slant’s Client Tree Points to the Future of Advisor CRM
When the CRM Starts Thinking Like an Advisor The best technology conversations at a conference usually do not sound like product demos.
Key Insights From the 2026 T3 Conference
The recent T3 WealthTech Conference in New Orleans, organized by Joel Bruckenstein , was an important event bringing together and creating a financial industry
WealthTech Failures Start Before Software Even Shows Up
Most WealthTech implementations don't fail because of the software.
AI Is Rebuilding Wealth Management From Infrastructure Up
Last week, Matt Shumer published something I haven't been able to stop thinking about.
From First Impressions to Lasting Impact: How VRGL Is Transforming the Advisor-Client Experience
Navigating today’s wealth management landscape isn’t merely about making good investments.
