Why Advisor Software Feels so Outdated

Walk into an average advisor’s office today and you might see technology that reminds you of a set from a 1960′s science-fiction show – incomprehensible blinking lights and systems that don’t really seem to do anything. The past decade of consumer and business software has delivered huge advances — especially in web applications — with unprecedented power, reliability, and above all, ease-of-use. Shouldn’t advisors demand the same characteristics from their tools? So how do we get advisor technology into the modern era? Continue reading →

Posted by Bill Winterberg
June 9, 2011

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