advsrtechtools's profile picture. The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software.

Advisor Tech Tools

@advsrtechtools

The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software.

Interested in automating and personalizing your email newsletters for each client? Check out @Rengaged


How one firm is using tech to drive success: ow.ly/wuSMF @trhunnicutt


Advisor Tech Tools reposted

We've officially launched with over 100 professionals already automating and personalizing their #contentmarketing!


The Heartbleed software bug FAQ for advisors. @BillWinterberg ow.ly/vETRF


Advisor Tech Tools reposted

It's here! XY Planning Network is live! bit.ly/1oxxmF9 Cc @XYPlanning @R_Alan_Moore


Morningstar buys ByAllAccounts. on.mktw.net/1i14xYX @BillWinterberg - it's like they heard our convo the other week!


Younger, wealthy clients still prefer the human touch over digital technologies: ow.ly/v7jKZ #financialadvisors #advisors


Advisor Tech Tools reposted

Trends in #financialadvisor marketing. ow.ly/uV8db @kristenluke Rengaged allows you to perform trend 3: Content personalization


Advisor Tech Tools reposted

Offline this weekend? Here are the technology stories you might have missed: youtu.be/LxvwnELUzvI

BillWinterberg's tweet image. Offline this weekend? Here are the technology stories you might have missed: youtu.be/LxvwnELUzvI

Article discussing how to build sustainable growth for #financialadvisor firms. ow.ly/uLnYO @Think_DanielleA


A very informative article about how technology can raise a firm's value. ow.ly/uLnK3 #financialadvisors @joycehanson


Advisor Tech Tools reposted

Slow news week in financial advisor technology land. I have one solid story scripted. What else should be a contender?


Advisor Tech Tools reposted

Very interesting. Succession planning payouts from the big 4 wirehouses for internal deals: bit.ly/1l1ASFr

MichaelKitces's tweet image. Very interesting. Succession planning payouts from the big 4 wirehouses for internal deals: bit.ly/1l1ASFr

Advisor Tech Tools reposted

Hundreds of stories of wirehouse brokers moving to RIA or hybrid independent platforms. Zero stories of the reverse. #BDdinosaurs


New service to launch this summer helping advisors build a modern online presence, beyond websites: buildingtrustonline.com


Advisor Tech Tools reposted

Just got a look at @CapitalEngines. Their beta phase is coming soon, so I hope to let you know when it opens up.


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