Prospecting, Data Enrichment, Workflows like Hubly, Tiers and Review scheduling built in. Projects/Workflows are a dream to design and build. You ain't seen AdvisorTech like this. Take it from Joe :) View in Category

Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! 🚀So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - 🗃️ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - 📰 AdvisorTech News - 💡 Real Tech Stacks - 🏅 Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - 🤖 All the AI Notetakers for Advisors - 🚀 Tech growing fast - 👀 Tech to watch Don't forget to introduce yourself below! 👇