View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
August 15, 2024
 
 
 
 
Rachel WitkowskiBy Rachel Witkowski Tech reporter
 

With many new tech offerings, some tech stacks are getting bloated with tools barely used by advisors. 

It could be time to cut some vendors or find more uses within the platforms currently being used — an enterprise method that platforms like Advyzon have implemented, in this week's Tech Spotlight.  

Here's what experts say about putting your tech stack on a diet plan, and much more at Financial Planning

And check out the most useful advisor tech at our first conference on AI in wealth management, ADVISE AI, Oct. 9-10. 

Reach me at [email protected].

 
Connect with Rachel:
 
linkedin
 
 
 
TOP STORIES
 
Technology
 
For some advisory firms, it's time for a tech-stack diet, consultants say
 
tech diet 081324
 
Advisor consultants say it's time to do a tech gut check as new technology is bloating firms into paying for costly and often unnecessary tech stacks.
 
 
Read the latest in Wealthtech
 
 
 
 
 
Financial Planning
 
You're receiving this email because you signed up for Editorial emails from Financial Planning.
 
If you no longer wish to receive these emails, you can opt out here.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
One State Street Plaza, 27th Floor
New York, NY 10004
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebook