With many new tech offerings, some tech stacks are getting bloated with tools barely used by advisors. 

It could be time to cut some vendors or find more uses within the platforms currently being used — an enterprise method that platforms like Advyzon have implemented, in this week's Tech Spotlight.  

Here's what experts say about putting your tech stack on a diet plan, and much more at Financial Planning. 

And check out the most useful advisor tech at our first conference on AI in wealth management, ADVISE AI, Oct. 9-10. 

Reach me at rachel.witkowski@arizent.com.