The Best Financial Advisor Technology of 2014

By Bill Winterberg

Best Client-Facing Technology
Next up is the award for the Best Client-Facing Technology. Now the winner in this category must significantly enhance the client-facing elements of your business and facilitate your interactions with clients. Clients benefit from improved personalized service as well as an increased level of convenience when using such technology.

I think all of you will agree that the growth of online investment services has really upped the ante when it comes to the client-facing elements of your technology. So it’s no surprise that the winner in this category is part of the online investment providers, but for me, one of them just barely edged out the others in taking top honors.

This year’s Best Client-Facing Technology award goes to (wait for it) Betterment Institutional.

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This article originally published December 19th, 2014 on fppad.