September WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, four new products were added to the map. Each one was evaluated by our research […]

Unleashing the Power of AI: A Comparative Review of Top Note-Taking and Transcription Services

In the dynamic landscape of modern productivity tools, AI-driven note-taking and transcription services have emerged as game-changers. These innovative solutions not only transcribe spoken words but also offer remarkable features like summarization, note-taking, and integrations with other software.  As a consulting company, our biggest value-added comes from our advice, which is often delivered through face-to-face […]

%d bloggers like this: