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kitces.comOctober 2021 | Latest version available at: kitces.com/fintechmap
Financial AdvisorTech Solutions Map
DOCUMENT MANAGEMENTE-SIGNATURE
SCHEDULE APPS
BEHAVIOR ASSESSMENTS
SPECIALIZED PLANNING
= Category Newcomer
CLIENT PORTAL
ACCOUNT AGGREGATION
LOGICLY
= Enterprise
SOCIAL MEDIA ARCHIVING
FINANCIAL PLANNING
MANAGED SERVICE PROVIDERS
PERFORMANCE REPORTING
ALL-IN-ONE
CLIENT NOTE TAKING
PLAN MONITORING COMPLIANCE
RISK TOLERANCE
INVESTMENT DATA/ANALYTICS
ADVISORYFEE BILLING
DIGITAL MARKETING
CRM
STRESS TESTING
ADVISOR LEAD GEN
BUSINESS INTELLIGENCE/METRICS
CLIENT SURVEY/FEEDBACK
PORTFOLIO MANAGEMENT
BUSINESS SYSTEMSSUPPORT
CLIENT DATAGATHERING
FORMS MANAGEMENT
CLIENT FILE SHARING
MIND MAPPING
ADVICE SUPPORT
RETIREMENT
ESTATE
LEGACY
TAX
STUDENT LOAN
OTHER
DIGITAL ONBOARDING
PLANNING LIGHT
CUSTODIAL PLATFORM
REBALANCING ONLY
ESG/SRI
CRM OVERLAYS
Windham Labs
401(K) IMPLEMENTATION
PORTFOLIO VISUALIZER
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