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    Advisor FinTech Landscape July 03 2023

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    Willian Savio
    This document provides a map of various financial advisor technology solutions organized into categories. It shows solutions for risk tolerance assessment, advisory and billing, client surveys and feedback, sales enablement, performance reporting, behavioral assessments, business intelligence and metrics, investment data and analytics, portfolio management, custodial platforms, financial planning, cash management, education, tax, equity compensation, healthcare, retirement, estate planning, legacy, insurance data and analytics, stress testing, 401k implementation, forms management, CRM, client meeting support, client file sharing, schedule apps, digital marketing, advisor lead generation, workflow support, client data gathering, document management, e-signature, communications archiving, advisor data warehousing, account aggregation, advice engagement,

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    Advisor FinTech Landscape July 03 2023

    Uploaded by

    Willian Savio
    19 views1 page
    This document provides a map of various financial advisor technology solutions organized into categories. It shows solutions for risk tolerance assessment, advisory and billing, client surveys and feedback, sales enablement, performance reporting, behavioral assessments, business intelligence and metrics, investment data and analytics, portfolio management, custodial platforms, financial planning, cash management, education, tax, equity compensation, healthcare, retirement, estate planning, legacy, insurance data and analytics, stress testing, 401k implementation, forms management, CRM, client meeting support, client file sharing, schedule apps, digital marketing, advisor lead generation, workflow support, client data gathering, document management, e-signature, communications archiving, advisor data warehousing, account aggregation, advice engagement,

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    Advisor-FinTech-Landscape-July-03-2023

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    Advisor-FinTech-Landscape-July-03-2023

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    This document provides a map of various financial advisor technology solutions organized into categories. It shows solutions for risk tolerance assessment, advisory and billing, client surveys and feedback, sales enablement, performance reporting, behavioral assessments, business intelligence and metrics, investment data and analytics, portfolio management, custodial platforms, financial planning, cash management, education, tax, equity compensation, healthcare, retirement, estate planning, legacy, insurance data and analytics, stress testing, 401k implementation, forms management, CRM, client meeting support, client file sharing, schedule apps, digital marketing, advisor lead generation, workflow support, client data gathering, document management, e-signature, communications archiving, advisor data warehousing, account aggregation, advice engagement,

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    19 views1 page

    Advisor FinTech Landscape July 03 2023

    Uploaded by

    Willian Savio
    This document provides a map of various financial advisor technology solutions organized into categories. It shows solutions for risk tolerance assessment, advisory and billing, client surveys and feedback, sales enablement, performance reporting, behavioral assessments, business intelligence and metrics, investment data and analytics, portfolio management, custodial platforms, financial planning, cash management, education, tax, equity compensation, healthcare, retirement, estate planning, legacy, insurance data and analytics, stress testing, 401k implementation, forms management, CRM, client meeting support, client file sharing, schedule apps, digital marketing, advisor lead generation, workflow support, client data gathering, document management, e-signature, communications archiving, advisor data warehousing, account aggregation, advice engagement,

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    of 1

    Financial AdvisorTech Solutions Map

    RISK TOLERANCE ADVISORY CLIENT SURVEY/ SALES ENABLEMENT PERFORMANCE REPORTING BEHAVIOR ASSESSMENTS
    FEE BILLING FEEDBACK
    401(K)
    PROPOSALS

    DIGITAL ONBOARDING MANAGED SERVICE PROVIDERS SPECIALIZED PLANNING


    BUSINESS INTELLIGENCE/METRICS CYBERSECURITY RETIREMENT

    ALL-IN-ONE
    INVESTMENT DATA/ANALYTICS PORTFOLIO MANAGEMENT
    ESTATE LEGACY

    FINANCIAL PLANNING

    TAX EQUITY COMP

    CUSTODIAL PLATFORM

    EDUCATION
    PLANNING LIGHT

    CASH MANAGEMENT HEALTHCARE/MEDICARE

    OTHER
    ESG/SRI REBALANCING ONLY
    COMMUNICATIONS ARCHIVING

    ADVISOR DATA WAREHOUSING


    INSURANCE DATA/ANALYTICS ADVICE ENGAGEMENT ACCOUNT AGGREGATION

    COMPLIANCE

    FORMS MANAGEMENT CRM


    STRESS TESTING
    CLIENT PORTAL

    401(K) IMPLEMENTATION CLIENT FILE SHARING


    CRM OVERLAYS CLIENT MEETING SUPPORT
    SCHEDULE APPS

    DIGITAL MARKETING
    ADVISOR LEAD GEN WORKFLOW SUPPORT

    DOCUMENT MANAGEMENT
    E-SIGNATURE
    CLIENT DATA GATHERING

    July 2023 | Latest version available at: kitces.com/fintechmap = Category Newcomer = Enterprise kitces.com

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