Ep. 303: August News
The wealth management technology landscape is moving fast — from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this month’s news roundup, we dig into the biggest stories shaping the advisor tech ecosystem and what they mean for firms trying to scale efficiently. We cover new partnerships, funding announcements, and platform […]
Two Trains, One Destination: HubSpot Salesforce Integration for RIAs That Works
Every RIA wants more leads—but few can actually manage the ones they already have. RIAs looking for fast growth need to combine a robust digital marketing platform, like Hubspot, with an equally robust CRM, like Salesforce, in order to effectively manage their lead-to-prospect-to-client pipeline. HubSpot was designed to manage lead flow, automate outreach, and provide […]
August Integration Score Update
August was a big month for the Kitces Advisortech Map and the WealthTech Integration Scores with eight new products added. We’ve made a number of important updates to the AdvisorTech Map this month, adding eight new solutions that reflect both emerging innovation and expanding categories. Toolkit CRM, built by Duncan MacPherson’s Pareto Systems, joins the CRM […]
Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks
AI isn’t just taking notes anymore—it’s running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key Takeaways From note-taker to operating system – Why the […]
RIA Outsourcing Strategies: The Secret Weapon for Growth and Higher Valuations
Some RIAs treat outsourcing like a guilty secret. They talk about their “personal touch” while quietly farming out billing, tech support, or investment models. Others cling to tasks they shouldn’t be doing at all—because that’s how they’ve always done it. Both approaches miss the point. RIA outsourcing strategies aren’t about doing less. They’re about making […]
Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
In this episode, Craig sits down with Era Jain to explore how Zeplyn is redefining AI-driven meeting support for financial advisors. From boosting CRM data quality to enabling “agentic” AI workflows, Jain breaks down where the industry is headed — and why the human-in-the-loop approach remains essential. This conversation digs into the real-world operational challenges […]
Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces
AdvisorTech is booming — but is it moving in the right direction? In this episode, Craig Iskowitz talks with Michael Kitces about the latest Kitces Advisor Tech Study, the future of AI in wealth management, and why so many advisor-built software companies never scale. They also break down the ever-growing AdvisorTech Map and what the […]
Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla
Estate planning may be one of the most overlooked areas of wealth management—but that’s changing fast, thanks to technology. In this episode of WealthTech Today, Craig talks with Steve Lockshin, founder of RIA AdvicePeriod and co-founder of Vanilla, about how AI is transforming estate planning, why most advisors are still reactive instead of proactive, and […]