Every new app claims to be the solution. We test those claims against reality — focusing on what actually improves client outcomes and firm efficiency, and calling it out when something falls short of the hype.
Portfolio management platforms compared head-to-head
CRM solutions that advisors actually use
Reporting tools clients appreciate
Integration challenges and how firms solve them
Security considerations that matter now
Real adoption data from 200+ firms
Every CRM vendor claims high adoption rates. We surveyed 200+ firms to see what advisors actually use daily and what sits ignored.
What they don't show you in sales presentations
Sales demos look great. Implementation is different. Here's what portfolio management platforms don't tell you upfront.
When your tech stack doesn't talk to itself
Every vendor promises seamless integration. Reality is messier. Here's how successful firms handle the gaps.
Performance reports versus performance theater
Beautiful reports don't matter if clients ignore them. Here's what makes clients engage with performance reporting.
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