Remove Business Planning Remove Document Remove Financial Advisor
article thumbnail

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

Nerd's Eye View

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

article thumbnail

#FASuccess Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm, With Kevin Leahy

Nerd's Eye View

Welcome to the 413th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. Read More.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

article thumbnail

Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)

Nerd's Eye View

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246
article thumbnail

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.

article thumbnail

Montis Financial: Creating a Raving Fan Experience

Wealth Management

Related: The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system. Document Management: Microsoft 365/OneDrive JY: We did a big overhaul after buying the business. But that was challenging.

article thumbnail

Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).