Technology

Technology in financial advisory services has enhanced advisors' ability to serve their clients, both by freeing up their time and allowing their businesses to run more efficiently. Technology services in financial advisory firms has been good for advisors, but even better for consumers. For advisors, this means that tasks such as portfolio rebalancing and data aggregation are now done by software, and keeping tabs on the particulars of each client’s situation is handled by digitized systems.

This helps clients understand that financial planning goes beyond their retirement accounts and that we can be a helpful partner and resource for more than just investment advice.