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Advisor and client experience, data top the list of 2023 technology spending priorities

Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data. ....

United States , Doug Fritz , Morgan Stanley , Financial Planning Tech , Planning Tech Survey , Financial Planning , Wealth Management , Practice And Client Management , Mobile Technology ,

The tech wealth management and financial advisors need to grow in 2023

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully. ....

United States , Doug Fritz , Ricahrdn Hart , Financial Planning Tech , Financial Planning Tech Survey , Senior Vice President Ricahrd , Financial Planning , Practice And Client Management , Wealth Management ,

Tech Survey 2022: How advisors are investing for the future

Wealth managers know they need to be digital but aren’t confident about how to get there. ....

United States , Charles Reiling , Don Patrick , Financial Group , Financial Planning Tech , Financial Planning Tech Survey , Integrated Financial Group , Land Bridgers , Integrated Financial , Planning Tech Survey , Practice And Client Management , Data And Information Management , Wealth Management ,

DNA Behavior Announces Integration with Schwab Advisor Center

DNA Behavior Announces Integration with Schwab Advisor Center
Integration connects Financial DNA to Schwab Advisor Center, enabling mutual advisor-clients to access to Schwab Advisor Center directly from DNA platform
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ATLANTA, Dec. 10, 2020 /PRNewswire/
DNA Behavior International, the behavioral science tech company that enables financial services organizations to access validated behavioral insights via its all-in-one cloud-based platform, announces a new integration with Schwab Advisor Services™ allowing mutual independent advisor clients to access the Schwab Advisor Center™ directly from the Financial DNA platform.
Hugh Massie - DNA Behavior International
Schwab understands the value of behavioral finances research, and we see them as a leading custodial partner in this emerging space, says Hugh Massie, Chairman & CEO of DNA Behavior. We are excited to complete this integration as it will help advisors ....

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