Top 10 AdvisorTech to Watch on LinkedIn

4/8 - 4/15: Advisor360 adds 456 followers, Jump leads % growth with 42%!

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Good afternoon!

Let’s start today with a poll inspired by the latest Kitces blog post:

There’s some incredible tools out now to help with this. More on that later (check out Supergrow).

So let’s get started! This is from 4/8/24 through yesterday:

Top 10 - LinkedIn Follower Growth

ProAdvisorSuite Vendor of the Week

In partnership with:

🔥 Ready to transform your financial planning process?

Many believe that to kickstart a robust financial planning process, you might need:

  • Advanced financial knowledge

  • Multiple complex software

  • Hours of data analysis

  • Countless client meetings

However, the reality is much simpler! All you need is:

  • Asset-Map, a financial mapping software for advisors

  • A clear understanding of your client's financial goals

  • The ability to deliver engaging advice

  • A proactive approach to resolve capital shortfalls

That's it! Nothing else.

Simplify the process with a software that enables you to visually organize your clients' finances, track progress towards their goals, and be proactive in your advisory practice. Thousands of financial advisors are reimagining financial planning with Asset-Map. Isn't it time you join the revolution?

Top 10 - LinkedIn Percentage Growth

Filtered for companies with 99+ followers

See how FinMate AI integrates with Redtail and Wealthbox: Click here

Wealthfeed releases two new features today: Person Enrich and Map - use promo code “proadvisorsuite” for 10% off!

Thanks for reading! Let me know if you come across any cool new companies I may not have on the list yet.

Warmly,

Joe Moss

joe@proadvisorsuite.com

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