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AdvisorTechBook LIVE πŸŽ™οΈ

102 members β€’ $99/month

1 contribution to AdvisorTechBook LIVE πŸŽ™οΈ
🧭 Start Here - Introductions πŸ‘‹πŸΌ
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 (2026 now available for pre-order!) 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! πŸš€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 - πŸ—ƒοΈ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - πŸ“° AdvisorTech News - πŸ’‘ Real Tech Stacks - πŸ… Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - πŸ€– All the AI Notetakers for Advisors - πŸš€ Tech growing fast - πŸ‘€ Tech to watch
🧭 Start Here - Introductions πŸ‘‹πŸΌ
1 like β€’ 5d
Hi everyone! A pleasure to be a part of the community, thanks to @Joe Moss for the warm invitation. I'm Shad Uadiale, co-founder of https://www.oblateai.com - My team has designed and built investment software for banks and service management companies for over a decade, and we know first-hand how much impact advisory teams can have with the right set of tools. Reach out to me if your team has been thinking of implementing a more efficient data gathering process, and or, if you have any other questions.
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Shad Uadiale
1
4points to level up
@shad-uadiale-2812
Simplifying client data gathering and custodian account opening for RIA's and Wealth management teams.

Active 3d ago
Joined Jan 15, 2026
Toronto, ON
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