FYI: Over the last several years, there’s been intense competition among the major custodians to provide the most robust technology platform to financial advisors. Even non-custodial firms are now vying to become platform providers of choice—firms such as Advyzon, Black Diamond, Envestnet, Morningstar and Orion. With all the attention the big names in the industry get, it is understandable how the innovations of smaller custodians get overlooked. That’s a shame, because some are offering better tech experiences for advisors to give to clients—digital on-boarding, risk assessment tools, account aggregation and client portals. Or even robo-advisors, if clients want them.
In this article, we’ll focus on three firms doing such innovating.
Regards,
Ted
http://www.fa-mag.com/news/the-evolution-of-the-advisor-platform-33411.html?print
