{"id":1199,"date":"2022-05-11T16:33:00","date_gmt":"2022-05-11T23:33:00","guid":{"rendered":"https:\/\/learn.centurawealth.com\/?p=1199"},"modified":"2023-08-09T10:02:52","modified_gmt":"2023-08-09T17:02:52","slug":"up-and-coming-technology-for-wealth-advisors","status":"publish","type":"post","link":"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/","title":{"rendered":"Up and Coming Technology for Wealth Advisors"},"content":{"rendered":"\n<p>As a wealth advisor, you want to provide the best service to your existing clients and prospect for new clients in the most effective way. That can be a challenging balance without the proper technology in place to support you.<\/p>\n\n\n\n<p>The big wirehouses have access to behemoths of technology that supports wealth advisors; however, they can lose the personal touch and the collaboration that a wealth advisory might offer. These technology systems require intense customization and onboarding, which can be difficult to handle on your own.&nbsp;<\/p>\n\n\n\n<p>At Centura, we prioritize being both innovative in our advisor\u2019s access to technology, while also providing that personal collaboration that drives success. In an effort to display this priority, we have pulled together a list of the top-up and coming technologies for wealth advisors to start implementing.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_66_1 counter-hierarchy ez-toc-counter ez-toc-white ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#A_La_Carte_Your_Tech\" title=\"A La Carte Your Tech\">A La Carte Your Tech<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#Most_Common_Technologies_Used_to_Support_Wealth_Advisors\" title=\"Most Common Technologies Used to Support Wealth Advisors\">Most Common Technologies Used to Support Wealth Advisors<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#eMoney\" title=\"eMoney\">eMoney<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#Advicent\" title=\"Advicent\">Advicent<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#A_Wealth_Advisory_Tech_Stack\" title=\"A Wealth Advisory Tech Stack\">A Wealth Advisory Tech Stack<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#Wealth_Access\" title=\"Wealth Access\">Wealth Access<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#Orion_Advisor_Tech\" title=\"Orion Advisor Tech\">Orion Advisor Tech<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/#Salesforce\" title=\"Salesforce\">Salesforce<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"A_La_Carte_Your_Tech\"><\/span>A La Carte Your Tech<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>At Centura Wealth, we found that building a tech stack with three different \u2018a la carte\u2019 solutions matched our needs more specifically than one \u2018do-it-all\u2019 program (like&nbsp;<a href=\"https:\/\/response.emoneyadvisor.com\/freetrial?utm_source=bing&amp;utm_medium=cpc&amp;utm_campaign=search-brand-exact&amp;_bt=&amp;utm_term=emoney&amp;_bk=emoney&amp;_bm=e&amp;_bn=o&amp;msclkid=abbd5b34e40f13da13e73ab95d6d38c7\" rel=\"noreferrer noopener\" target=\"_blank\">EMoney<\/a>).<\/p>\n\n\n\n<p>All three solutions we decided on integrate with our hubs to create a specialized approach that works for us.<\/p>\n\n\n\n<p>Our tech stack is made up of:<\/p>\n\n\n\n<ul>\n<li>Salesforce<\/li>\n\n\n\n<li>Orion<\/li>\n\n\n\n<li>Right Capital<\/li>\n\n\n\n<li>Hidden Levers<\/li>\n\n\n\n<li>Wealth Access<\/li>\n<\/ul>\n\n\n\n<p>This a la carte approach to technology is one we\u2019ll likely see become more common in the future depending on your size, clientele, and resources.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Most_Common_Technologies_Used_to_Support_Wealth_Advisors\"><\/span>Most Common Technologies Used to Support Wealth Advisors<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>With today\u2019s current technology environment, there will always be \u2018the next best thing\u2019 which can make it challenging to narrow down what technology actually works for you and your client\u2019s needs. &nbsp;As we said above, a combination of softwares can really enhance the way you do business. Here are a few of the most popular technologies we see used in the industry.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"eMoney\"><\/span>eMoney<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>While&nbsp;<a href=\"https:\/\/response.emoneyadvisor.com\/freetrial?utm_source=bing&amp;utm_medium=cpc&amp;utm_campaign=search-brand-exact&amp;_bt=&amp;utm_term=emoney&amp;_bk=emoney&amp;_bm=e&amp;_bn=o&amp;msclkid=abbd5b34e40f13da13e73ab95d6d38c7\" rel=\"noreferrer noopener\" target=\"_blank\">eMoney<\/a>&nbsp;seems to be the program that does it all, there are certain restraints with using this software.<\/p>\n\n\n\n<p>eMoney claims \u201cfinancial discussions don\u2019t have to be difficult. Neither do tech solutions that power them. At eMoney, we\u2019re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial program is built for the way you work and designed to scale and meet the growing needs of your firm.\u201d&nbsp;<\/p>\n\n\n\n<p>With eMoney, a client has access to:&nbsp;<\/p>\n\n\n\n<ul>\n<li>A \u201cFinancial Feed\u201d of data, providing news and alerts<\/li>\n\n\n\n<li>Planning and Analytics for \u201cconventional retirement and education planning, cash flow-centric planning, estate planning\u201d&nbsp;<\/li>\n\n\n\n<li>Reporting on Data<\/li>\n\n\n\n<li>Balance Sheet<\/li>\n\n\n\n<li>Client Portal<\/li>\n\n\n\n<li>Third-Party Integration and Data Aggregation<\/li>\n<\/ul>\n\n\n\n<p>This software is used on a large scale, which can have a downside. With lots of notifications that can disturb client relations and research, it can be a challenging software to personalize your process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Advicent\"><\/span>Advicent<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><a href=\"https:\/\/www.advicentsolutions.com\/en-us\" rel=\"noreferrer noopener\" target=\"_blank\">Advicent<\/a>, also known as NaviPlan, is another major contender for a program that might work for the masses. This software is great to get you started.&nbsp;<\/p>\n\n\n\n<p>Some of the main features that are listed for Naviplan include:&nbsp;<\/p>\n\n\n\n<ul>\n<li>Account aggregation<\/li>\n\n\n\n<li>Advanced tax planning<\/li>\n\n\n\n<li>Asset allocation &amp; risk tolerance<\/li>\n\n\n\n<li>Business planning<\/li>\n\n\n\n<li>Cash flow planning<\/li>\n\n\n\n<li>Client portal<\/li>\n\n\n\n<li>Collaborative financial planning<\/li>\n\n\n\n<li>Compliance workflow<\/li>\n\n\n\n<li>Custom client reports<\/li>\n\n\n\n<li>Equity Compensation<\/li>\n\n\n\n<li>Estate planning<\/li>\n\n\n\n<li>Financial fact finder<\/li>\n\n\n\n<li>Goals based planning<\/li>\n\n\n\n<li>Guided retirement&nbsp;<\/li>\n\n\n\n<li>Insurance Planning<\/li>\n\n\n\n<li>Monte Carlo analysis<\/li>\n\n\n\n<li>Retirement income modeling<\/li>\n\n\n\n<li>Scenario analysis<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"A_Wealth_Advisory_Tech_Stack\"><\/span>A Wealth Advisory Tech Stack<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>As mentioned above, we use Salesforce, Wealth Access, and Orion. Choosing to mix and match our tech stack has created the balance of using tech and affordability.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Wealth_Access\"><\/span>Wealth Access<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><a href=\"https:\/\/www.wealthaccess.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">Wealth Access<\/a>&nbsp;is used for data aggregation. Although there are predictions that data aggregation is the future of technology in wealth management, there are some flaws to the system that will hopefully be resolved in the near future.&nbsp;<\/p>\n\n\n\n<p>Wealth Access uncovers \u201cclear, consistent, and complete stories about your customers when you unify your data,\u201d leading to hyper-personalization that turns existing customers into loyal fans.\u201d<\/p>\n\n\n\n<p>Wealth Access focuses on four pillars:&nbsp;<\/p>\n\n\n\n<ul>\n<li>Complete Customer Information<\/li>\n\n\n\n<li>Deep Insight<\/li>\n\n\n\n<li>Hyper-Personalized Experiences<\/li>\n\n\n\n<li>Serious Savings<\/li>\n<\/ul>\n\n\n\n<p>Wealth Access is Centura Wealth Advisory\u2019s most useful data aggregator.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Orion_Advisor_Tech\"><\/span>Orion Advisor Tech<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><a href=\"https:\/\/orionadvisortech.com\/solutions\/?creative=&amp;keyword=%2Borion%20%2Badvisor%20%2Btech&amp;matchtype=e&amp;network=o&amp;device=c\" rel=\"noreferrer noopener\" target=\"_blank\">Orion<\/a>&nbsp;is the key to earning back your time. \u201cFrom billing to compliance and reporting, these daily responsibilities eat up the clock, leaving a short window to focus on prospects and clients. Through innovative tools, easily complete your tasks at hand and leave time for scaling your business.\u201d&nbsp;<\/p>\n\n\n\n<p>Orion helps with household and portfolio data and gathering information quickly. The tech works seamlessly with advisor needs to serve a number of roles, including:&nbsp;<\/p>\n\n\n\n<ul>\n<li>Independent advisors<\/li>\n\n\n\n<li>Chief Compliance Officers<\/li>\n\n\n\n<li>Chief Operations Officers<\/li>\n\n\n\n<li>Financial Planners<\/li>\n\n\n\n<li>Breakaways<\/li>\n\n\n\n<li>RIAs<\/li>\n\n\n\n<li>Broker-Dealers<\/li>\n\n\n\n<li>Banks<\/li>\n\n\n\n<li>TAMPs<\/li>\n\n\n\n<li>Aggregators<\/li>\n<\/ul>\n\n\n\n<p>Orion says in regards to financial planning, \u201ceven the best financial blueprint is useless unless you have the tools and the technology to bring the vision to life.\u201d&nbsp;<\/p>\n\n\n\n<p>Orion has helped Centura Wealth create a loyal client base towards the systems we use and adds value.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce\"><\/span>Salesforce<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">Salesforce<\/a>&nbsp;is a customer relationship management (CRM) software that allows Centura Wealth to keep automation at the forefront.<\/p>\n\n\n\n<p>Along with data organization, the specific tool in Salesforce, named Pardot, allows Centura Wealth to provide marketing information to our clients. This is where we build stronger relationships with our clients because we answer the common questions we get as advisors (on our blog and through workflows).<\/p>\n\n\n\n<p>While technology can assist with your client service and prospecting, it is not the entire picture. Adding value in ways that go beyond the basics is a&nbsp;<a href=\"https:\/\/centurawealth.com\/blog\/why-stewardship-is-at-the-core-of-everything-we-do\" rel=\"noreferrer noopener\" target=\"_blank\">way we differentiate ourselves from other advisories<\/a>. Learn more on the blog.<\/p>\n\n\n\n<p>Centura Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. &nbsp;All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.<\/p>\n\n\n\n<p>We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice. &nbsp;We recommend that you seek the advice of a qualified attorney and accountant.<\/p>\n\n\n\n<p>For additional information about Centura, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). &nbsp; Please read the disclosure statement carefully before you engage our firm for advisory services.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a wealth advisor, you want to provide the best service to your existing clients and prospect for new clients in the most effective way. That can be a challenging balance without the proper technology in place to support you. The big wirehouses have access to behemoths of technology that supports wealth advisors; however, they [&hellip;]<\/p>\n","protected":false},"author":32,"featured_media":1200,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30],"tags":[32],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Up and Coming Technology for Wealth Advisors - learn.centurawealth.com<\/title>\n<meta name=\"description\" content=\"As a wealth advisor, you want to provide the best service to your existing clients and prospect for new clients in the most effective way.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/learn.centurawealth.com\/up-and-coming-technology-for-wealth-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Up and Coming Technology for Wealth Advisors - 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