Tag Archives: Automation

Advanced Technology for Advisors with Practifi

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, , , , , , , , , , , , ,

With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there.

Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach and the advanced platform-building experience.  

In this episode, you’ll learn:

  • How Practifi can help financial advisors achieve an integrated professional experience
  • Ways the firm’s technology better connects remote-located workforce 
  • The company’s automation and customization approach  
  • And more!

Tune in as Adrian discusses the financial services technological ecosystem in both the American and Australian markets! 

Resources:  WealthManagement.com | Practifi

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Ep 9 – How’s Innovative Technology Helping Financial Advisors – With Kelly Waltrich and Eric Clark

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , , , , , , , , , , ,

Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access to the different things we plan with our financial advisors? 

Mentioning that in these times, it’s crucial to have an interactive client portal with different portfolio and planning information, Tim Welsh from Wealth Management is joined by Eric Clark and Kelly Waltrich, both from Orion Advisor Tech, and together they explain how are the emerging financial platforms helping their firm.

In this episode, you’ll learn:

  • Astros: A software that allows customers to check their portfolios from anywhere and at any time. 
  • Slack: The tool that allows social connection in these times of social distancing 
  • The role of existing online platforms in easing and facilitating workload
  • Automation and robots for communication and marketing purposes: Why they could never replace real advisors
  • And more!

Join Eric and Kelly now to learn how technology is helping financial advisors.

Resources:  Wealth Management | WealthTech Winners Circle Podcast | Orion Advisor Tech

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