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. Drop me a line at [email protected]. Helping you from the ground up. | 