Welcome to the 3rd Edition of ProAdvisorSuite News!

First, a throwback to a 2011 initiative called “Your Silver Bullet,” a collection of technology companies committed to talking, working and interfacing with one another for the advisor’s and client’s benefit.

You can read more about “Your Silver Bullet” here.

It’s interesting to note that integration was a big topic for advisortech and firms 11 years ago and it’s still a main topic today. Click here for some of my thoughts about integration and the role that humans play, especially as the # of advisortech tools continues to multiply.

Which of your tools do you wish integrated? Feel free to reply and let me know! I’m putting together some “integrated demos” with combinations of several of our vendor partners that will show how the tools work together.

AdviceTech.LIVE 2023

If you haven’t yet registered for the free event hosted by Asset-Map, you can do so here.

4 of our Vendor Partners will be participating in the speed demonstrations, including: Asset-Map, Bento Engine, Hubly, and Wealthtender

Again, here is the link to register: http://www.advicetech.live/home

Recorded & Live Tech Demos

Our goal at ProAdvisorSuite is to make it super easy to learn about the tech you’re considering. One of the ways we’re doing this is through live demos and then making the recordings available to watch or re-watch on your own time.

Recorded Demos:

• Asset-Map - Visual Financial Planning

• Bento Engine - Advice Engagement

• GReminders - Appointment Scheduling

Upcoming Live Demos:

• TODAY! PreciseFP - Tue, Oct 31 11am PT / 2pm ET - Register here

• Elements - Fri, Nov 3 11am PT / 2pm ET - Register here

• FinMate AI - Tue, Nov 7 11am PT / 2pm ET - Register here

• OnBord - Fri, Nov 10 11am PT / 2pm ET - Register here

• CurrentClient - Tue, Nov 14 11am PT / 2pm ET - Register here

• Hubly - Fri, Nov 17 11am PT / 2pm ET - Register here

• Smart Kx - Tue, Nov 21 11:30am PT / 2:30pm ET - Register here

• Simplicity Ops - Tue, Nov 28 11am PT / 2pm ET - Register here

• Wealthtender - Fri, Dec 8 11am PT / 2pm ET - Register here

Or view them all here on the calendar.

Free tech assessments

If you’d like to book a call with me to review your tech stack, I’m offering free tech assessments for the next month.

Click here to schedule.

Join the community!

skool.com/proadvisorsuite

You do not have to be a ProAdvisorSuite member firm to participate in the community, it’s free!

Free Trials!

If you like to try before you buy...

These are our Vendor Partners that offer a free trial:

• Elements: https://getelements.com/demo/

• FinMate AI: https://app.finmate.ai/signup

• GReminders: https://app.greminders.com/login?signup

• PreciseFP: https://app.precisefp.com/signup

• Smart Kx: https://www.smartkx.io/try

• CurrentClient: https://app.currentclient.com/auth/signup?isTrial=true

If you do start a free trial, I'd love to know what you think!

That’s all for today, folks! Thanks for reading and hope you have a great afternoon.

Warmly,

Joe

Our Vendor Partners:

• Simplicity Ops - Redtail / Wealthbox CRM Optimizer

• Asset-Map - Financial Planning

• GReminders - Appointment Scheduling

• Smart Kx - Client Agreements and Fee Billing

• OnBord - Digital Onboarding

• Hubly - Enhanced Workflows

• PreciseFP - Data Gathering

• FinMate AI - AI Notetaking Assistant for Financial Advisors

• Bento Engine - Advice Engagement

• CurrentClient - SMS & Video Texting

• Elements - Sales Enablement

• Optivice - Debt Optimization

• NEW!! Wealthtender - Advisor Lead Gen