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With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for Trust Company of America.

Kinsey says RIA firms should seek to create streamlined, scalable and repeatable processes for their technology, with a focus on simplification and saving time.  Taking inventory of existing technologies is a good place to start: What works? What causes problems? What aspects of the business could potentially be improved or made more efficient by better technology?

Advisors who attended the Genius Session offered a snapshot of the wide range of functions that could benefit from improved technology. 52% of attendees said they were most interested in technology in back-office functions and portfolio management, 38%...

How Outsourced Performance Reporting Can Boost Your Business

As an advisor, you have enough on your plate without hassling with performance reports. Performance reporting can be one of those aspects of your business that takes time away from being able to focus on your core competencies. However, a good performance reporting tool can be a boon for your...

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4 Must Know Strategies for Financial Advisor Landing Pages

Originally posted by Financial Social Media.

By: Amy McIlwain

Given the fact that hundreds of people visit your webpage long...

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Gaining an Edge with Private-Labeled Technology


How can an advisor set himself apart from the competition and reinforce his brand with state-of-the-art technology?

Using technology that is private-labeled, or personalized, with your own branding and logo is a great way to reinforce your brand to your clients. At Trust Company of...

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The Top Four Ways Model Portfolio Platforms Create Simplicity and Growth

Advisors looking to grow often find they are confronted with a dilemma: the larger their firm becomes, the more likely the strong investment performance that drives growth will falter without additional staff and resources.

Model portfolio platforms can be a great solution for advisors...

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