The Advisors’ FinTech Toolkit

As a fintech company in the wealth and asset management space, we’ve been getting a lot of questions about the software we use to serve our clients digitally. Given the work-from-home environment we’re all in, these types of tools are increasingly important.

We deal with clients across the country and in the US. Given we’re based in Toronto, digital services are a core part of working with our clients, and prospecting.

We’ve put together a list of some of our favourite tools, how we use them to serve our clients, and how you might find them useful to serve yours.

We’re not paid referrals by these companies, we’ve found they’ve added a lot of value to our business, and can do the same to yours.

We’ve broken it down into a few key sections:

  • Video Conferencing
  • Organizing Your Clients and Tasks
  • Working With Clients
  • Signing Documents
  • Looking After Yourself

Watch the video, or download the free e-book here!