Apr '25 (edited) • AdvisorTech
Tech Stack
I made a list of updated list of tools shaping modern advisory practices in 2025:
🤝 CRM (Customer Relationship Management)
- Redtail (redtailtechnology.com)
- Wealthbox (wealthbox.com)
- Spaces (spacesos.com)
- Salesforce Financial Services Cloud (salesforce.com)
⏱️ Time Savers / Administrative
- Zocks AI (zocks.ai)
- Jump AI (jump.ai)
- Precise FP (precisefp.com)
- DocuSign (docusign.com)
- Thyme (thyme.is)
📊 Fund & Manager Research
- Morningstar Advisor Workstation (morningstar.com)
- YCharts (ycharts.com)
🧠 Proposals & Portfolio Analysis
- Nitrogen (nitrogenwealth.com)
- Orion Advisor Tech (orion.com)
📈 Financial Planning
- Holistiplan (holistiplan.com)
- eMoney (emoneyadvisor.com)
- RightCapital (rightcapital.com)
- Advicent (advicent.com)
- MoneyGuidePro (moneyguidepro.com)
- Asset-Map (asset-map.com)
💼 Custodians & Investment Platforms
- Fidelity (fidelity.com)
- Charles Schwab (schwab.com)
- Betterment (betterment.com)
- Altruist (altruist.com)
- Advyzon (advyzon.com)
- Black Diamond Wealth Platform (advent.com)
📞 Client Communication & Engagement
- Finny (getfinny.com)
- RingCentral (ringcentral.com)
- Hootsuite (hootsuite.com)
- Clinked (clinked.com)
🔍 Prospecting & Lead Intelligence
- Catchlight (catchlight.ai)
- SmartAsset (smartasset.com)
- WiserAdvisor (wiseradvisor.com)
- WealthEngine (wealthengine.com)
- Are there any tools from this list that you currently use in your practice?
- Have you had positive or negative experiences with any of them?
- Are there other tools you’ve found invaluable that aren’t listed here?
Feel free to share your thoughts and experiences in the comments.
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Tech Stack
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