In the meantime, weve updated the latest version of our Financial AdviserTech Solutions Map with several new companies, including highlights of the Category Newcomers in each area to highlight new fintech innovation!
So what do you think? Will advisers shift toward direct indexing platforms as a way to build more customized, personalized and differentiated portfolios for their clients? Can Vanilla gain traction with financial advisers offering estate planning as the next big value-add for affluent clients? Will enterprises increasingly adopt fee-for-service financial planning if AdvicePay makes it easier to automate payments and compliance? And will MoneyMap be able to convince fintech firms of the benefits of bringing in human financial advisers to a historically pure fintech solution?
Disclosure: Michael Kitces is a co-founder of AdvicePay, which was mentioned in this column.
Michael Kitces is the head of planning strategy at Buckingham Strategic Partners, co-founder of the XY Planning Network, AdvicePay and fpPathfinder, and publisher of the continuing education blog for financial planners, NerdsEye View. You can follow him on Twitter at @MichaelKitces.
You can connect with Kyle Van Pelt via LinkedIn or follow him on Twitter at @KyleVanPelt.
The post The latest in financial #AdviserTech October 2021 appeared first on InvestmentNews.
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