Empowered by Technology


Real business solutions offer efficiency and simplicity, not headaches. Technology is supposed to make our lives easier. But for many advisors, the promised efficiencies of new “integrated” software tools have been nothing short of a high-priced scam. Instead of instantaneous, critical and actionable client information at your fingertips, you’ve had to contend with disparate, costly systems that inundate you with useless data and waste your time with unnecessary processes. Most of these systems are created without you, the end user, in mind. They’re built to benefit the back-office and clerical workers who aren’t on the front lines working with existing and prospective clients. Much of the technology available to advisors focuses on tackling yesterday’s problems, not the challenges advisors face today, tomorrow or even several years down the road.