Advisor Tech Tools

The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software.

[Advisor Tech Tools @advsrtechtools]

@BillWinterberg covers big trends in advisor technology. http://t.co/ckEZkg0jCD #financialadvisor #advisors

[Advisor Tech Tools @advsrtechtools]

Interested in automating and personalizing your email newsletters for each client? Check out @Rengaged

[Advisor Tech Tools @advsrtechtools]

How one firm is using tech to drive success: http://t.co/WShi28y5XA @trhunnicutt

[Rengaged @Rengaged]

We've officially launched with over 100 professionals already automating and personalizing their #contentmarketing!

[Advisor Tech Tools @advsrtechtools]

Does @Vanguard pose a threat to #advisors? http://t.co/McahE9Zgqx #financialadvisors @newsfromIN

[Advisor Tech Tools @advsrtechtools]

SEC OK's advisor review websites http://t.co/BqoZ3tDtlV @MichaelKitces

[Advisor Tech Tools @advsrtechtools]

The Heartbleed software bug FAQ for advisors. @BillWinterberg http://t.co/TrA3G5fLt8

[MichaelKitces @MichaelKitces]

It's here! XY Planning Network is live! http://t.co/o5HAsc9NfD Cc @XYPlanning @R_Alan_Moore

[Bill Winterberg, CFP®️ @BillWinterberg]

That's right, FPPad is the fastest growing YouTube channel for financial advisors! http://t.co/7ZhJuHH1Oa

[Advisor Tech Tools @advsrtechtools]

@BillWinterberg details Morningstar's buy of ByAllAccounts and the affect on advisors who use account aggregation http://t.co/X1lpETKFsR

[Advisor Tech Tools @advsrtechtools]

@BillWinterberg @ByAllAccounts @Yodlee I thought so too, but good for them. Looking forward to more details on Bits & Bytes.

[Advisor Tech Tools @advsrtechtools]

Morningstar buys ByAllAccounts. http://t.co/fXw40NoRBB @BillWinterberg - it's like they heard our convo the other week!

[Advisor Tech Tools @advsrtechtools]

Younger, wealthy clients still prefer the human touch over digital technologies: http://t.co/OcM1NgbdCB #financialadvisors #advisors

[Rengaged @Rengaged]

Trends in #financialadvisor marketing. http://t.co/3f8vViKPOc @kristenluke Rengaged allows you to perform trend 3: Content personalization

[Bill Winterberg, CFP®️ @BillWinterberg]

Offline this weekend? Here are the technology stories you might have missed: http://t.co/EMILZbntvV

[Advisor Tech Tools @advsrtechtools]

Article discussing how to build sustainable growth for #financialadvisor firms. http://t.co/y5GxqafEYw @Think_DanielleA

[Advisor Tech Tools @advsrtechtools]

A very informative article about how technology can raise a firm's value. http://t.co/IPrm6OsnLd #financialadvisors @joycehanson

[Bill Winterberg, CFP®️ @BillWinterberg]

Slow news week in financial advisor technology land. I have one solid story scripted. What else should be a contender?

[MichaelKitces @MichaelKitces]

Very interesting. Succession planning payouts from the big 4 wirehouses for internal deals: http://t.co/74GnRntqK2

[Ron A. Rhoades, JD, CFP® @280lmtd]

Hundreds of stories of wirehouse brokers moving to RIA or hybrid independent platforms. Zero stories of the reverse. #BDdinosaurs