Aug 12 • General discussion
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
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2 comments
Kitces Technology Adoption by Type
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