One common mistake in launching a new tech tool is when firms do not test it on the users: the advisors. 

Advisors know whether a tool integrates well with the platform, and improves workflow and client engagement, said firms putting their tech to the test. 

To help highlight new tech, we've started a series of profiles on wealthtech firms. The first profile is on iCapital, a platform for alternative investments. 

You can check out iCapital here, along with much more at Financial Planning. 

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