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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Datalign Advisory, a data-driven advisor lead generation platform, has raised $5 million, with the announcement underscoring the reality that despite the many complaints from advisors about the cost and quality of paid (..)

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. One is training programs and peer groups.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

Their public records, LinkedIn activity, financial documents and digital behavior are already synthesized into a secure, adaptive client profile—before they finish typing their name. What would normally require a lengthy back-and-forth of data entry, PDF uploads, manual reviews, and e-signature coordination becomes near-instant.

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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

Document Management: Microsoft SharePoint SharePoint is the reason we’re in the whole Microsoft ecosystem. Copilot can very easily look across all of our Teams meetings, all of our SharePoint documents, our emails, etc. But again, we’ll continue to support both because of that client experience transition challenge.

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Montis Financial: Creating a Raving Fan Experience

Wealth Management

Document Management: Microsoft 365/OneDrive JY: We did a big overhaul after buying the business. We created a whole new system, very similar to a clean folder management structure, just so we could find documents easily and make it very intuitive. It was a total brain dump, and you couldn’t find anything anywhere.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.