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Wealth Technology Advisory

Leveraging cutting edge wealth technology for financial advisors is in our DNA. We are fully committed and stay relevant with new trend and disruptive wealth technologies. We are the subject matter experts when it comes to wealth technologies.

You know technology is vital to your advisory business. Let us do the heavy lifting with technology selection to run your practice. Save your time so you can focus on your clients.

Technology that helps you build more financial plans for your clients

Technology that helps you drive revenue and growth

Technology that helps you build stronger relationships with your client

Technology that helps you retain your clients

Technology that helps you generate more referrals

Solve Your Problem Faster

According to a new survey by the Certified Financial Planner Board of Standards, “advisors’ failure to embrace — and invest in — new technologies puts them at risk of falling behind competitors that are keeping pace with consumer demand for digital advice”

Keeping pace with latest technology is one of the challenges faced by many wealth advisory firms. You literally do not have time to evaluate what technology works and what does not. Since you know risk very well, why to try something where you never got your hands on it and later get frustrated with it if that does not work out. We solve your big problem and recommend technologies that will work for your practice. Not only that but it will be fully aligned with your practice’s vision and strategy.

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Trusted and Dedicated Professionals

Our Wealth Technology Advisors (Virtual CTOs) are customer focused. They are inspired by creativity, collaboration, and communication. They are not only process oriented but possess innovative and out of box thinking. Most importantly, they act with integrity and have mindset to build long-term relationship with our prospective clients

Our Services

As the complexity of wealth technology grows, financial advisors serve as a critical translation point for clients and they could certainly benefit from leveraging cutting edge technologies which are simple to use.

RIA Custodian Selection

With many custodians out there, how would you select the best one that will be aligned to your advisory practice. Don't just get sold by them.

Technology Advisory

A trusted technology advisory service. Stay focused on growing your practice and let us help you select cutting edge technologies that offer best value.

CRM Selection

You may not want to waste your time when selecting a CRM as there are more than 25 Wealth CRM apps. Let us work with you and help you select best CRM.

Who We Serve

Independent RIAs
IBD & Financial Advisors
Wealth Management Firms
Multi and Private Family Offices

How It Works

You will experience true partnership when you engage with us for one of our services. We have process driven, improved and optimized model that helps us working efficiently and collaborating effectively. An engagement process that is loved by many wealth advisors. A technology advisory experience that you probably never got.

01

Discovery

We first start with discovery process and try to understand your pain points and challenges faced by your practice

02

Recommend

A through analysis is provided based on discovery. We provide trusted recommendations and unbiased advice

03

Implementation

Only implement technologies that bring value to you, help you retain clients, and improve sales, marketing and operational efficiencies

Technologies

Get it right. When it comes to wealth technologies, we are the subject matter expert. With more than 125 applications and tools available in current market place for wealth advisors, it becomes pretty overwhelming and time consuming for them when they have to select technology independently and without any trusted advice or second opinion. Even more, many times it involves lot of risks. Let us do ground work for you and recommend only technologies that will be just right for your advisory business.

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Portfolio Management

Folio, Broadridge, Wealthscape, Advent, Addepar, Envestment, Bluleaf, Morningstar Office, Vestmark, Schwab, Albridge

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Financial Planning

eMoney Advisor, Envestment Logix, Advizr, inStream, FIS, PlanPlus, Advicent, Financial Engine, MoneyGuidePro, Hanlon

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Portfolio Risk Management

riskalyze, totum, LifeYied, Novus, Pocket Risk, Finmason, Riskdata, Tolerisk, AdvisoryWorld, FolioDynamix, Hidden Levers

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CRM

Salesforce, Wealthbox, Dynamics, Redtail, Capsule, Junxure, Organj, hearsay social, Advisors Assistant, Goldmine CRM, NexJ, Salentica CRM

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RIA Custodians

LPL Financial, Charles Schwab, Fidelity, TD Ameritrade, SEI, Pershing, US Bank, RBC Advisor Services, PENSCO, Interactive Brokers, Folio Institutional, Northern Trust, Equity Trust

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Investment Data Analytics

Bloomberg Terminal, AdvisoryWorld, Morningstar, Fi360, FACTSET, Windham Labs, Zephyr, Chaikin Portfolio Visualizer, finmason, kwanti, Y Charts, KOYFIN

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Digital Marketing & Lead Gen

hearsay social, gainfully, ZOE, smartasset, Paladin, FMeX, Broadridge Advisor Solutions, Hyperchat, Snappy Kraken, Vestorly

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B2B Robo Advisors

Charles Schwab Institutional Intelligent Portfolios, Folio, Envestment, Jemstep, AdviosrEngine, Motif, FutureAdvisor, BlackRock, Betterment, Wealthfront, investcloud, TradePMR, trizic, SIGFIG, Marstone, Vestmark, Hedgeable, Wealthsimple, AllocateRite, AdvisorNow

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Compliance

Compliance Hero, SmartRIA, RIA in Box, BasisCode, Foreside, Financial Simplicity

Innovative Products

We learn from many advisors and try to make their lives easier to run their practice intelligently. The way we do it is we also builds our own innovative products. Wealth advisors can leverage some of the disruptive and innovative applications we have built. A different experience for advisors to drive productivity, prospecting, and building stronger relationship with their clients.

- Optimized Return

Optimize your equity investment for best return. Achieve highest return on your equity investment. AI powered decision making technology that provides automated recommendations for buying, selling, and short selling equities.

- AcquireNext

AI powered advisors recruiting. Recruit advisors from wirehouses and other firms based on automated recommendations.

- Advisor Chase

Voice assisted advisor search program. List your advisors on our program and let tech savvy consumers reach out to them. Be innovative and open up new channel for connecting advisors and consumers new way.

- ReferralMQ

AI powered referral management solution for getting higher rate on referral requests. Our propriety algorithm knows when to send request for referrals. Timing component is central part of our algorithm. App sends automated message to your clients when timing is right.

-AdvisorMQ

You can't afford anymore by not having your digital presence. AdvisorMQ helps Financial Advisors building and publishing intuitive and promising website in 1 hour. Your sales staff or operational staff can put contents on AdvisorMQ and your site will be SEO ready in 1 hour. No coding knowledge required. Superfast way to build advisor website.

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Why Us

We love what we do. We stay focused on bringing cutting edge technology solutions to wealth advisors so they can build stronger relationship with their clients. A commitment and dedication to elevating advisor practice.

Integrity

We strive to do the right thing, no exceptions. We act with full integrity.

Passion

We have drive, enthusiasm and an ownership mindset. We are fully accountable for what we do.

Innovation

We bring innovative thinking and disruptive technologies to provide more value.

Let us help you elevate your practice

If you’re ready to find out more about how we can help elevate your practice, let’s talk. Get in touch with us and let us show you art of possible

© 2019 Wealthim Advisor Solutions, A service offered by TimelineIQ