We recognize the vendors who have gone above and beyond to help elevate advisors' service offering
For so many advisors, a good tech platform is not only integral to their practice but vital to being able to scale and take their business to the next level.
It’s therefore our great pleasure to announce Wealth Professional’s inaugural list of 5-Star Wealth Tech Providers, who have gone above and beyond in helping advisors elevate their service offering.
Given the effects of the pandemic, and the onset of remote working, technology has become an even more critical component of advisors’ day-to-day lives – but with so many tech options on the market, how can advisors be sure they’re selecting a platform or product that will truly elevate their practice?
To uncover the tech pioneers truly shaping industry innovation, Wealth Professional reached out to readers across the country, asking them to name the vendors they rely on for financial planning tools, CRM, back-office support, portfolio management and digital marketing.
The winners included Croesus for its back-office support and portfolio management service, Agora in the back-office category, and CapIntel for its portfolio management offering. Click on the links for full profiles of each company.
For the full list of winners across the different categories, click here.
