Integrate Advisor Supporting Technologies Into Digital Platforms to Accelerate Advisor Adoption

Published: 04 December 2018 ID: G00373955


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Advisor supporting solutions are a tech focus area for wealth management firms, but advisors are often slow to adopt. CIOs can justify technology spend increases by integrating solutions to solve resistance problems now while positioning for future adoption of a broad digital platform.

Table of Contents

  • Introduction
  • Analysis
    • Existing Advisor Technologies Requiring Integration
      • Customer Relationship Management (CRM)
      • Financial Planning
      • Portfolio Management
      • Performance and Client Reporting
      • Market Data and Analytics
      • Document Management and Marketing Tools
      • Proposal Workflow Tools
      • Social Media Tools
      • All-in-One Wealth Platforms
      • Prioritization Approach
    • Evolving Advisor Technologies Requiring Integration
      • Artificial Intelligence (AI) Tools
      • Client Collaboration Tools
      • Robo-Advisory
      • Fintech Partners
      • Robotic Process Automation (RPA) Tools
      • Virtual Reality (VR)
      • Internet of Things (IoT)
      • Prioritization Approach
  • Gartner Recommended Reading
© 2018 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartners research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

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