Technology
Advisor technology, fintech, workflow automation, and firm productivity coverage.
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How Financial Advisors Can Get Found in ChatGPT and AI Search
Brent Carnduff -
Leverage 4 Tech Tools to Accelerate Grant Life Cycle Management
Firms should audit current infrastructure to identify gaps where these solutions could eliminate friction.
Zac Amos -
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.
Guest Contributor -
The Evolution of InvestTech for Wealth Managers
InvestTech has been used to describe technology applied to the investment management process
Bill Hortz -
Slant’s Client Tree Points to the Future of Advisor CRM
Douglas Heikkinen -
Key Insights From the 2026 T3 Conference
Bill Hortz -
WealthTech Failures Start Before Software Even Shows Up
James Cantwell -
AI Is Rebuilding Wealth Management From Infrastructure Up
James Cantwell -
From First Impressions to Lasting Impact: How VRGL Is Transforming the Advisor-Client Experience
Douglas Heikkinen
