What's the #1 challenge you're facing with your AdvisorTech stack?
One of the last questions on my tech survey, wanted to share the responses and see what solutions we can all come up with:
  • Integration and fully utilizing our current tech stack.
  • It's always about the integration between tools
  • Integration to avoid manual data entry and/or rekeying of data
  • Knowing that useful tech exists in an area where we could benefit, and having the time to assess such tech
  • Staying on top of all of the changes.
  • Integration and fully utilizing our current tech stack.
  • My crappy custodian, Fidelity Wealthscape is incapable of linking my accounts to Wealthbox, Right Capital, etc. They are the worst.
  • following up with prospects
  • Making sure it all works together.
  • Integrations that are approved by compliance
  • Too many and getting advisors to use them correctly.
  • Lack of integration and data silos.
  • the whole thing... keeping on top of everything while staying focused on manageable priorities
Integration is clearly the #1 challenge
Fully utilizing
Simple awareness of the tech options available
Keeping up with changes
Advisors, AdvisorTech founders, Operators... what do you suggest?
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8 comments
Joe Moss
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What's the #1 challenge you're facing with your AdvisorTech stack?
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