Technology We Love & Support

While the tech stack for Advisor Digital clients varies based on their business model, and for advisor representatives, their RIA-provided technology, the majority have some applications in common:

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• CRM - Redtail or Wealthbox

• AI Meeting Assistant - GReminders or Zocks

• Meeting Lifecycle Management - GReminders

• Data Gathering and Management - PreciseFP

• AI-Powered Client Document Vault - FutureVault

• Financial Planning - eMoney, MoneyGuide Pro, RightCapital & Others

• Tax Analysis & Planning - Holistiplan

• AI-Assisted Estate Planning - Wealth

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Because the Fintech landscape is ever-evolving, Advisor Digital continues to evaluate cloud applications and adjust our list of technology partners and update our model tech stacks to best serve Advisor Digital clients.