Blog Entries by Josh Meyer, CFP®, Advisor Tech Tools

14 Reasons Why Start-Up Advisor Technology May or May Not Be Worth the Risk

By Amy McIIwain, President, Financial Social Media on Tuesday, February 28th, 2012

Amy McIIwain, President, Financial Social Media

When buying new technology, advisors have the option of buying straight from entrepreneurial start-ups and bypassing what the mature tech conglomerates have to offer. Some advisors love the innovation and the ability to challenge the status quo. Do you?..Read More »

How 500+ Financial Advisors are Using Technology

By Josh Meyer, CFP®, Advisor Tech Tools on Friday, May 13th, 2011

How do you compare to other advisors technology wise? On May 4th, Advisor Tech Tools released technology usage statistics for our 500 registered users in various categories such as: Portfolio Management Software, CRM Systems, Account Aggregation Software, Rebalancing Software, Client Portals, Document Management Systems, and others. Many of the market leaders held the top spots, including; PortfolioCenter, Junxure, ByAllAccounts, Tamarac, Charles Schwab, and MoneyGuidePro. While you can head to our site to see the complete usage statistics, we wanted to share a few of the more interesting pieces of data:..Read More »