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