WealthTech Select

?? Exciting Updates from WealthTech Select! We're thrilled to announce that after months of development, WealthTech Select is now open to all North American Advisors, Wealth Managers, Family Offices, and advisory firms! Our platform has grown significantly, now featuring 651 carefully curated WealthTech solutions to help you find the perfect technology fit for your practice. Since our beta launch in October, we've been rapidly expanding our offerings and enhancing both our platform and services. Platform Features: ? Comprehensive solution discovery with tabular browsing and embedded demo videos, screenshots, and more! ? Mobile-optimized interface for seamless access across all devices ? Automated verification for RIA professionals ? Extensive coverage of Client Meeting, Client Engagement, Sales Enablement/Lead Gen, CRM, Financial Planning, Compliance, Trading/Rebalancing, Direct Indexing, Portfolio Management solutions and more! ? Built-in favorites system to track solutions of interest Professional Services: We don't just help you find the right technology - we ensure your success with end-to-end support: ? Technology stack evaluation and optimization ? Vendor selection and implementation guidance ? Comprehensive workflow design ? Full implementation services including project management, data conversions, and integrations ? No-code/Low-code automation solutions to streamline your operations For WealthTech Providers: Enhanced listings are now available for all providers serving the North American market. DM us to learn how we can match you with your ideal client profile. Looking Ahead: Our expanded development team is hard at work on AI-guided WealthTech recommendations and tech stack design features, set to launch in early 2025. We're committed to revolutionizing how advisory firms discover, select, and implement their technology solutions. Visit us at https://lnkd.in/gbHfUJQF to explore the platform and learn how our services can transform your technology journey. #WealthTech #FinTech #WealthManagement #FinancialAdvisors #Innovation #RIA #TechnologySolutions

?? Exciting News: WealthTech Select is Now Live!??? Discover a smarter way to navigate the WealthTech landscape with WealthTech Select – the platform that connects Registered Investment Advisors (RIAs) with the right technology solutions. RIAs, unlock the power of WealthTech Select: ? Access detailed company and product profiles, beyond just logos and categories ? Explore integrations, features, pricing, and security information ? Interact with providers on your own or collaborate with WealthTech Select's experts for tailored guidance ? Gain insights and expertise from WealthTech Select's knowledgeable team WealthTech providers, reach RIAs actively seeking your solutions: ? Showcase your offerings to RIAs who are ready to invest in technology ? Present your unique value proposition, integrations, and security measures ? Generate qualified leads and cultivate meaningful relationships ? Establish your brand as a thought leader in the WealthTech space WealthTech Select offers a user-friendly, data-rich environment that empowers RIAs to make informed decisions about their technology stack. Our platform goes beyond traditional methods, providing actionable insights and facilitating valuable connections between RIAs and WealthTech providers. Plus, our experienced team of WealthTech and Wealth Management experts is ready to provide guidance and support, ensuring you get the most out of your WealthTech Select experience. Embark on a journey of innovation, growth, and success at www.wealthtechselect.com and join the future of WealthTech today! #WealthTechSelect #WealthTech #WealthManagement #RIA #FinancialAdvisor #FamilyOffice #AssetManagement

We got asked a great question about how firms should approach the process of adding new technology. The thing is you don't start with thinking about the tech that's the last step! And don't worry we got you covered on all the steps! Let me break down our approach to building strong foundations before adding new tech: 1) Start with Change Readiness The first crucial step is ensuring there's genuine organizational commitment to transformation. Without this foundation, even the best tech solutions will struggle to deliver value. 2) Define Strategic Priorities Take time to clearly articulate your firm's top priorities - whether that's accelerating AUM growth, expanding revenue streams, or elevating client experience. These become your North Star for all decisions. 3) Process Alignment Audit Evaluate every system and process through the lens of these priorities. Ask yourself: "Does this directly support our core objectives, or is it creating friction?" This helps identify which elements need transformation or elimination. 4) Think Process, Not Products The key mindset shift is focusing on your data flow (inputs, processing, outputs) rather than specific tools. Technology should serve your process, not dictate it. Start by designing your ideal workflow without any tech constraints. 5) Simplify Before Sophistication Look for opportunities to eliminate unnecessary steps or redundant processes before adding new solutions. Often, the best optimization isn't adding technology - it's removing complexity. Only after these foundations are solid should you evaluate which tech stack best supports your reimagined workflow. Remember: Technology is just the vehicle to get you from point A to B. The real value comes from having the right destination and a well-mapped route to get there. #wealthtech #ria #fintech #wealthmanagement #assetmanagement #wealthtechselect #digitaltransformation

WealthTech Select believes technology selection is just one piece of the puzzle. Our founder James Cantwell recently sat down with, Catherine Tindall, CPA a leading CPA in the RIA space who reinforces why we take a holistic approach to technology recommendations: