Top 10 AI-AdvisorTech to watch on LinkedIn

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Happy Monday!

I’m preparing a presentation for the Xtended Financial Resources VCon (more info below), and putting together some slides on how I think about advisortech.

For example, there’s three ways to look at this chart (Kitces.com):

1. It’s a list of the highest adopted to the the lowest adopted technology by advisors.

2. It’s a list of tech in the order you could implement it (based on what others do).

3. But maybe most importantly, its a prioritized list of tech you should focus on when improving things

Want to make your business better? Start with the CRM!

CRM tip, top, and tidy?

Dial in your financial planning process, experience, portal, etc.

Next, how do you manage investments and report on performance? (Check out Seeds Investor for a new way to do this).

Then, make sure your document management, forms, esigning… are organized an efficient (check out Forms Logic).

And on… should keep you busy for quite a while.

If you happen to get through all this and want to take a look at AI 🤓… here are some of the fastest growing AI-AdvisorTech companies on LinkedIn:

My LinkedIn API maxed out this week, so we’re just doing these manually: :)

Top 10 - LinkedIn Follower Growth

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I think I may have already given you too much to think about, so we’ll end it here.

Hope you have a productive Monday!

Warmly,

Joe