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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
July 4, 2024
 
 
 
 
Rachel WitkowskiBy Rachel Witkowski Tech reporter
 

One common mistake in launching a new tech tool is when firms do not test it on the users: the advisors. 

Advisors know whether a tool integrates well with the platform, and improves workflow and client engagement, said firms putting their tech to the test

To help highlight new tech, we've started a series of profiles on wealthtech firms. The first profile is on iCapital, a platform for alternative investments

You can check out iCapital here, along with much more at Financial Planning

Drop me a line at rachel.witkowski@arizent.com. 

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How to get advisors to use new tech: Test it on them first
 
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As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.
 
 
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