Best AI Notetakers & Assistants for Financial Advisors 2025: A Strategic Buyer’s Guide
EXECUTIVE SUMMARY Meeting notes have always been a necessary evil in wealth management — tedious to capture, risky to overlook, and painful to systematize. AI notetakers promise to turn that burden into an advantage, offering firms a smarter, faster, and more compliant way to document client conversations without drowning advisors in administrative work and are […]
Under the Hood at Envestnet Elevate 2025: Will Unified Advice Finally Click?
EXECUTIVE SUMMARY With wealth firms under pressure to scale personalized advice, Envestnet Elevate 2025 offered a window into how one of the industry’s biggest players is retooling its platform to meet that demand. From AI-guided insights and tax-aware UMAs to enterprise-grade integrations and annuity digitization, the conference spotlighted Envestnet’s ambition to become the operating system […]
The End of Morningstar Office: How RIAs Can Turn Tech Chaos into a Competitive Advantage
EXECUTIVE SUMMARY When Morningstar announced it was sunsetting its Office platform, it caught many RIAs off guard—especially those who had stuck with the system despite its outdated interface and lagging innovation. Now, firms are being forced to confront one of the most painful (and often delayed) projects in the wealth management business: migrating to a […]
Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders
Arnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking. […]
Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com
Rafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures. Their discussion reveals how outdated processes in AI-powered estate planning technology for financial advisors created an opportunity for technology-driven innovation in an […]
Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics. Key Takeaways Trust is more important than performance for client […]
Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital
Alternative investments have traditionally been difficult to scale due to fragmented processes and limited infrastructure. In this episode, iCapital CEO Lawrence Calcano shares how their platform is tackling these challenges head-on—using automation technology to connect the entire alternative investment ecosystem. The result? A more streamlined, scalable solution for wealth management firms seeking to integrate alts […]
The Dynamic Duo: How AI and Human Expertise Are Redefining Wealth Management
The intersection of AI and human expertise in wealth management isn’t a battle—it’s a partnership. While the media loves to speculate about AI replacing financial advisors, the reality is far more nuanced. At the Future Proof Citywide 2025 Conference in Miami Beach, industry leaders gathered for a panel titled, The Future of Advice: Blending Human […]