WealthReach

AI prospecting for financial advisors. Turn hidden website visitors and intent data into booked meetings. 🚀

[MichaelKitces @MichaelKitces]

Latest #AdvisorTech news: This month, @Pershing has become the latest RIA custodian to announce the launch a client referral program, following closely behind other custodians like @GoldmanSachs, Robinhood/@TradePMR (who in turn followed Schwab and Fidelity in light of the high demand for their referral programs) https://t.co/byE0ZARTwM

And other interesting announcements:
-@bridge_ft, the provider of data connections between RIA custodial platforms and advisor technology tools, has been acquired by iAlta
-The tax data startup TaxStatus has introduced a new Tax Return History report that allows advisors to easily compare clients' prior-year tax returns side-by-side
-@AquilanceLLC and Atomic Insights, two providers of billpay solutions for advisors of UHNW clients, have each announced separate venture capital investments
-@hublyinc has announced new integration capabilities with AI tools including @JumpAdvisorAI, @g_reminders, and @Pulse360
-Technology feature spotlight: AI notetakers' sentiment analysis tools could help advisors improve client meeting skills

We've also added the following companies to the map:
-@WealthArc
-@wealthreachai
-Zoofi

*To submit a request for inclusion or updates on the Financial Advisor FinTech Solutions Map and AdvisorTech Directory, please share information on the solution at the AdvisorTech Map submission form: https://t.co/3bIFyyRHNT
➡️Looking for service providers? We've also just launched the Financial Advisor Services Map here! https://t.co/3081F7oW5X