We’re so happy to be named as one of the “5 adviser tech trends that will define 2016” by Investment News!
Here are the five trends they cite:
- More Virtual Meetings
- Small Data Before Big Data
- More Digital Storage
- Mobile Strategy
- Robos Hit Higher Assets
Everplans is listed as the digital storage solution; here’s what they had to say about what our professional platform has to offer:
MORE DIGITAL STORAGE
Almost all clients have more accounts than they can remember, but advisers can help them make sense of it all -- especially the important financial accounts -- with digital storage, said Abby Schneiderman, co-founder of Everplans, a digital end-of-life planning platform, which came out with an adviser-facing dashboard this year.
“Having data all in one place is one more way advisers can serve their clients’ needs,” Ms. Schneiderman said. “Coupled with estate planning as another big trend, I think one thing advisers are looking for is singular places to house all of their client’s information: wishes, documents, investment accounts, etc., in one place.”
After all, adviser technology is all about the client.
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