🚀So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. ... - 🏅 Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - 🤖 All the AI Notetakers for Advisors - 🚀

https://jumpapp.com/ https://www.linkedin.com/company/jump-app-ai/ https://www.youtube.com/@Jump-AdvisorAI https://fintech.kitces.com/details/client-engagement/client-meeting-support/jump View in Category

View in Category Using Kuse.ai I pulled out the overall insights: "The top insight from the Altruist Product Roadmap 2025 is a decisive strategic shift toward simplifying and amplifying the advisor and client experience—moving beyond mere feature parity with legacy custodians to deliver targeted “amplifiers” that strip away complexity, increase efficiency, and empower advisors to provide better outcomes for clients. Key evidence: - The introduction, written by the Chief Product Officer, emphasizes that half of the roadmap is dedicated to fixing small but persistent friction points (“paper cuts”), directly responding to advisor feedback. - The other half introduces major amplifiers—capabilities that leap ahead in user experience, automation, and technology rather than simply matching competitors. - The roadmap features improvements such as digital account maintenance, enhanced team and permission management, advanced performance reporting, and fee billing transparency—all focused on making daily work smoother and enabling stronger client relationships. In essence, Altruist’s product strategy for 2025 is about proactive, advisor-driven innovation: rapidly resolving pain points while launching breakthrough features that help advisors amplify their expertise and impact."

https://www.zocks.io/ https://www.linkedin.com/company/zocks/ https://www.youtube.com/@Zocks-Communications https://fintech.kitces.com/details/client-engagement/client-meeting-support/zocks Contact: @Jim Hardeman View in Category

https://www.finnyai.com/ https://www.linkedin.com/company/finnyai/ https://www.youtube.com/@FINNY_AI https://fintech.kitces.com/details/business-development/prospecting/finny View in Category Advisors, if you have experience using FNNY, please feel free to share below (positive&negatives).