by Jason Nachreiner | Nov 14, 2023 | Tips & Resources
The greatest fintech tools focus on the advisor experience – ensuring you have the ability to work more efficiently and better serve your clients. For most advisors, that means inter-functionality between applications is a must-have. With that in mind, Mobile...
by Jason Nachreiner | Nov 9, 2023 | Tips & Resources
Integrations are the building blocks of advisor success. At Mobile Assistant, we’re constantly searching for ways to enhance user experiences and build better processes for advisors. That’s why we’re proud to integrate Mobile Assistant with Wealthbox, allowing...
by Jason Nachreiner | Sep 26, 2023 | Tips & Resources
One thing every financial firm can use more of? Consistency. Consistency ensures replicable processes and client experiences. When you’re dealing with wealth management at scale, it’s important to deliver the same level of attention and service across your book of...
by Jason Nachreiner | Sep 21, 2023 | Tips & Resources
When you want your advisory firm to operate as efficiently as possible, where do you turn? For many financial organizations, the answer is found in their CRM. It’s hard to define a true “hub” of the tech stack across wealth management, but the CRM often comes closest...
by Jason Nachreiner | Sep 14, 2023 | Tips & Resources
As a financial professional, you already know that time is – quite literally – money in your pocket. Any tools that streamline processes and improve your operations are an investment in not only your firm, but also yourself. Dictation software is one such tool,...
by Jason Nachreiner | Aug 29, 2023 | Tips & Resources
It’s no secret that advisors are short on time. In fact, one recent survey shows that more than one in four advisors feel they don’t have enough time with their clients. Streamlining processes and reducing workflows isn’t just a benefit these days, it’s essential....