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Kitces Technology Adoption by Type
- Financial Planning - eSignature - CRM - Website Platform - Performance Reporting - Client Portal - Client File Sharing - Portfolio Management - Tax Planning - Document Management - Phone System - Email/Social Archiving - Investment Research - Account Aggregation - Scheduling Apps - Retirement Planning - AUM Fee Billing - Text Archiving - Cash Flow Planning - Risk Tolerance - RIA Compliance - Client Data Gathering - Digital Marketing - Stress Testing - Workflow Support - Client Meeting Support - College Savings - Estate Planning - Non-AUM Fee Billing - DOL Compliance - Held-Away 401(k) - Insurance Policy Analysis - Equity Compensation - Inbound Lead Generation - Proposal Generation - Legacy Planning - Advisor Data Warehousing - Healthcare - Client Feedback - Advice Engagement - Business Intelligence - Outbound Prospecting - Business Valuation - Student Loan Planning - AI Assistant
Kitces Technology Adoption by Type
1 like โ€ข Aug 17
AI is so early!
1-1 of 1
Alex Mathe-Cathala
1
4points to level up
@alex-mathe-cathala-4678
CEO at Vega Minds where we build AI for financial planners. Chief Investment Officer at Lifeworks Advisors. Love coding and giving financial advice.

Active 36d ago
Joined Aug 13, 2025
Huntington Beach, CA
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