Advisor Tech Tools @advsrtechtools
The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software. advisortechtools.com Joined December 2010-
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Interested in automating and personalizing your email newsletters for each client? Check out @Rengaged
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How one firm is using tech to drive success: ow.ly/wuSMF @trhunnicutt
Advisor Tech Tools retweeted
We've officially launched with over 100 professionals already automating and personalizing their #contentmarketing!
Does @vanguard pose a threat to #advisors? ow.ly/vRV9U #financialadvisors @newsfromIN
SEC OK's advisor review websites ow.ly/vEU13 @MichaelKitces
The Heartbleed software bug FAQ for advisors. @BillWinterberg ow.ly/vETRF
Advisor Tech Tools retweeted
It's here! XY Planning Network is live! bit.ly/1oxxmF9 Cc @XYPlanning @R_Alan_Moore
Advisor Tech Tools retweeted
That's right, FPPad is the fastest growing YouTube channel for financial advisors! youtu.be/ze9Df8RW9JI
Morningstar buys ByAllAccounts. on.mktw.net/1i14xYX @BillWinterberg - it's like they heard our convo the other week!
Younger, wealthy clients still prefer the human touch over digital technologies: ow.ly/v7jKZ #financialadvisors #advisors
Advisor Tech Tools retweeted
Trends in #financialadvisor marketing. ow.ly/uV8db @kristenluke Rengaged allows you to perform trend 3: Content personalization
Advisor Tech Tools retweeted
Offline this weekend? Here are the technology stories you might have missed: youtu.be/LxvwnELUzvI
Article discussing how to build sustainable growth for #financialadvisor firms. ow.ly/uLnYO @Think_DanielleA
A very informative article about how technology can raise a firm's value. ow.ly/uLnK3 #financialadvisors @joycehanson
Advisor Tech Tools retweeted
Slow news week in financial advisor technology land. I have one solid story scripted. What else should be a contender?
Advisor Tech Tools retweeted
Very interesting. Succession planning payouts from the big 4 wirehouses for internal deals: bit.ly/1l1ASFr
Advisor Tech Tools retweeted
Hundreds of stories of wirehouse brokers moving to RIA or hybrid independent platforms. Zero stories of the reverse. #BDdinosaurs
New service to launch this summer helping advisors build a modern online presence, beyond websites: buildingtrustonline.com
Advisor Tech Tools retweeted
Just got a look at @CapitalEngines. Their beta phase is coming soon, so I hope to let you know when it opens up.
Advisor Tech Tools retweeted
Unplugged over the weekend? Then get your complete tech news update in 5 minutes: youtu.be/8cfv4y7mw2k
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