Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

Coming soon: our new one-on-one advice packages. Learn more

Now available: our new one-on-one advice packages. Learn more

Get your entire Smart Saver balance managed free for 3 months. Enroll today

Get your entire Smart Saver balance managed free for 6 months. Enroll today

Introducing Smart Saver: You could earn 1.83% with our low-risk investing account for your extra cash.* Learn more

fppad

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.

Read the Original Article

This article originally published December 19th, 2014 on fppad

Search our site