#advisortech نتائج البحث
This month's #AdvisorTech kicks off with the news that @useorigin has launched a new, low-cost "AI financial advisor" (that still won't threaten human advisors), and more of the latest tech news: kitc.es/4nz2zHQ -Long-running equity compensation software StockOpter has…
#Advisortech got its first-ever Fractional Chief Evangelist, but now what? 👀👂 As with any first, it’s important you understand how I’ll show up and what’s in it for YOU! 👇Here’s a breakdown of the type of content you can expect ahead:
🌴 The countdown to Future Proof Festival is on! Join us in Huntington Beach September 7–10. We’re ready for sun, strategy and great conversations with forward-thinking advisors. ☀️ See you there! #FutureProof #AdvisorTech
You don't want to miss the incredible line-up of demos at the #advisortech Expo next week at @exchangeETF: @VRGLwealth @Get_Elements @Holistiplan And our own @ZachConwaySeeds Special thanks to @RitholtzWealth @michaelbatnick for facilitating the rockstar lineup!
✋ Who else is ready for another full day at #T32024? Be sure to swing by booth No. 203 and catch up with us and @RedtailCRM to chat through your goals + how we can shape the future of #advisortech together. 🚀 @t3techhub
Meetings → momentum 💡 Follow-up Assistant helps firms turn conversations into action using AI — smarter service, less effort. Learn more: hubs.la/Q03DSz750 #AdvisorTech #AI
Orion. XYPN. One partnership, reimagined. Oct 21 → Enterprise-level tools built for XYPN members. Want in? hubs.ly/Q03L4zvT0 #RIA #AdvisorTech #XYPN
👋 to #T32024 attendees from Natalie Wolfsen, Orion CEO, after taking the stage today to share her vision for transforming #advisortech through a data revolution. Did you catch it? Share your takeaways 👇 @t3techhub
Here is a first look at our new branded program — Charityvest for Advisors — for advisors to open and manage DAFs. 🚀 Discover all about Charityvest for Advisors at the link below. bit.ly/cv-advisors-x #WealthTech #AdvisorTech
August 2025's #AdvisorTech kicks off with more tech platforms launching their own embedded AI notetaker, signalling competition for standalone AI meeting tools, the latest with @NitrogenWealth's announcement: kitc.es/4ohjorD
Launching my own fractional chief evangelist biz was the BEST decision I ever made. Beyond my amazing clients, I'm learning a TON about as many tech offerings in the space as I can, & advocating for the ones truly moving the needle. The future is so 🔆 for #advisortech
👏 It’s the last day at #T32024! @t3techhub If you haven’t already, head over to booth No. 203 to see us and @RedtailCRM to chat through your goals + how we can shape the future of #advisortech together. ⚡
Thanks to @MichaelKitces and his entire team for including @find_advisors on the #AdvisorTech map We’re making a wave (purple wave) in the wealth management industry, and we’re just getting started!! ✅ The first client-centric marketplace to find an advisor
The Latest In Financial #AdvisorTech (May 2023) bit.ly/41R1r7L
Set your reminders ⏰, because we have a big announcement coming on Monday! 🚀 We are excited to share more on the capabilities we are bringing to advisors this year. Give us a follow so you don’t miss any of our announcements! #AdvisorTech #WealthTech
Creating actionable content can help show your value to your audience. Thanks @sulemandn for dropping some knowledge on the latest #OntheCircuit episode! 💥 #advisortech #fintech
Mobile Assistant is a 2024 @t3techhub #AdvisorTech Survey ‘ALL STAR’ in the Outsource #Transcription Services category! 🌟 Check out the full survey results: t3technologyhub.com/wp-content/upl…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
ICYMI: @AssetMapLLC is the winner of the 2023 WealthTech Madness tournament🥇 You continue to impress the #advisortech community with your innovation and growth! 🌱 Congrats on being social media's "favorite" #fintech! #wealthtechmadness
"Dear automation tools, thanks for handling my emails so I can focus on the fun stuff!" Discover which advisor tech is giving planners their time back in our latest blog. Your calendar will thank you! hubs.ly/Q03n2gvk0 #AdvisorTech #TimeHacks
This month's #AdvisorTech kicks off with the news that @useorigin has launched a new, low-cost "AI financial advisor" (that still won't threaten human advisors), and more of the latest tech news: kitc.es/4nz2zHQ -Long-running equity compensation software StockOpter has…
Advisors don’t need prettier software. They need software that thinks like they do. Chapter 6 of The Joy of Scenario Planning reveals the 6 interface elements that turn planning into real-time engagement. 📘 hubs.la/Q03LpM4f0 #AdvisorTech #UX #PlanTechHub
Built by planners. Powered by feedback. Quivr was designed to help you scale your advice—not your stress. Explore the CRM that’s helping firms simplify ops: 🔗 calendly.com/d/cmqh-zrf-ytg #AdvisorTech #CRMforAdvisors #Quivr
Orion. XYPN. One partnership, reimagined. Oct 21 → Enterprise-level tools built for XYPN members. Want in? hubs.ly/Q03L4zvT0 #RIA #AdvisorTech #XYPN
Built by planners. Powered by feedback. Quivr was designed to help you scale your advice—not your stress. Explore the CRM that’s helping firms simplify ops: 🔗 calendly.com/d/cmqh-zrf-ytg #AdvisorTech #CRMforAdvisors #Quivr
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
Built by planners. Powered by feedback. Quivr was designed to help you scale your advice—not your stress. Explore the CRM that’s helping firms simplify ops: 🔗 calendly.com/d/cmqh-zrf-ytg #AdvisorTech #CRMforAdvisors #Quivr
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
Built by planners. Powered by feedback. Quivr was designed to help you scale your advice—not your stress. Explore the CRM that’s helping firms simplify ops: 🔗 calendly.com/d/cmqh-zrf-ytg #AdvisorTech #CRMforAdvisors #Quivr
Built by planners. Powered by feedback. Quivr was designed to help you scale your advice—not your stress. Explore the CRM that’s helping firms simplify ops: 🔗 calendly.com/d/cmqh-zrf-ytg #AdvisorTech #CRMforAdvisors #Quivr
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
You don't want to miss the incredible line-up of demos at the #advisortech Expo next week at @exchangeETF: @VRGLwealth @Get_Elements @Holistiplan And our own @ZachConwaySeeds Special thanks to @RitholtzWealth @michaelbatnick for facilitating the rockstar lineup!
#Advisortech got its first-ever Fractional Chief Evangelist, but now what? 👀👂 As with any first, it’s important you understand how I’ll show up and what’s in it for YOU! 👇Here’s a breakdown of the type of content you can expect ahead:
🌴 The countdown to Future Proof Festival is on! Join us in Huntington Beach September 7–10. We’re ready for sun, strategy and great conversations with forward-thinking advisors. ☀️ See you there! #FutureProof #AdvisorTech
👋 to #T32024 attendees from Natalie Wolfsen, Orion CEO, after taking the stage today to share her vision for transforming #advisortech through a data revolution. Did you catch it? Share your takeaways 👇 @t3techhub
✋ Who else is ready for another full day at #T32024? Be sure to swing by booth No. 203 and catch up with us and @RedtailCRM to chat through your goals + how we can shape the future of #advisortech together. 🚀 @t3techhub
👏 It’s the last day at #T32024! @t3techhub If you haven’t already, head over to booth No. 203 to see us and @RedtailCRM to chat through your goals + how we can shape the future of #advisortech together. ⚡
Sherpas is now on the @MichaelKitces #AdvisorTech map. Our AI Growth Platform already helps the fastest-growing RIAs convert traffic, scale planning & accelerate growth.
Thanks to @MichaelKitces and his entire team for including @find_advisors on the #AdvisorTech map We’re making a wave (purple wave) in the wealth management industry, and we’re just getting started!! ✅ The first client-centric marketplace to find an advisor
The Latest In Financial #AdvisorTech (May 2023) bit.ly/41R1r7L
Mobile Assistant is a 2024 @t3techhub #AdvisorTech Survey ‘ALL STAR’ in the Outsource #Transcription Services category! 🌟 Check out the full survey results: t3technologyhub.com/wp-content/upl…
Feb updates to the Kitces\Ezra Group #Advisortech Map: 🔋 Added: @ComplianceFIN @milemarkerco #Legacy 🛠 New Category: Data Warehousing 🔮 Moved to Advice Engagement: @Knudge Elements 🔮 Moved to Biz Systems: @hublyinc ⚰️ Deleted: TradingFont, Bitsy, Harvest, Plan Monitoring
August 2025's #AdvisorTech kicks off with more tech platforms launching their own embedded AI notetaker, signalling competition for standalone AI meeting tools, the latest with @NitrogenWealth's announcement: kitc.es/4ohjorD
Join @mobileassistCEO & @Holistiplan's Torie Happe for an exclusive #webinar where innovation meets efficiency as they unveil a new custom template that delivers clean #data & a consistent tax meeting follow-up process. Register now: us02web.zoom.us/webinar/regist… #AdvisorTech #FinTech
AI is reshaping financial services! A @Better4Advisors survey of 500 advisors found: 🤖 80% of firms use #AI 🤖 68% (managing $150M–$250M) use AI for operations 🤖 56% use AI for client service Are you part of the 80%? If not, what’s holding you back? #Zocks #AdvisorTech…
In a new podcast with @Advisorpedia, Mohan Gurupackiam, CIO at Steward Partners, discusses our advisor-driven tech stack, featuring AI tools like StewBot. Watch the full interview: ow.ly/Ia9W50WuHAS #AdvisorTech #FintechInnovation #CIOInsights
We’re here at @t3techhub! Swing by Booth 710 and say hi to Steven, Stephany, and Sydney! 👋 Whether you’re looking to level up your tech stack or just want to chat, we’d love to connect. See you there! 🔥 #T32025 #WealthTech #AdvisorTech
Set your reminders ⏰, because we have a big announcement coming on Monday! 🚀 We are excited to share more on the capabilities we are bringing to advisors this year. Give us a follow so you don’t miss any of our announcements! #AdvisorTech #WealthTech
📢 New Webinar 📢 @JumpAdvisorAI + Quivr are teaming up to show how two advisor-loved tools integrate to save you serious time. 🗓️ May 6 | 1PM CT 🎙️ With Matt Benson, @stevedrost & Ty Harris 📲 Register: us06web.zoom.us/webinar/regist… #Fintech #CRM #AdvisorTech #Webinar
Creating actionable content can help show your value to your audience. Thanks @sulemandn for dropping some knowledge on the latest #OntheCircuit episode! 💥 #advisortech #fintech
Elevate your productivity with our latest TalkIt+ app update! 🚀 Don't miss out on the latest features, and update yours today. ↪ We're rocking a new app icon ↪ A boost in our audio recording features ↪ Smoother uploads are coming #DictationServices #FinTech #AdvisorTech
September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value…
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