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XY+ Workshop: Technology – what are advisers using, how much are they paying and what else is out there? – Facilitated by Andrea Jenkins

XY+ Workshop: Technology – what are advisers using, how much are they paying and what else is out there? – Facilitated by Andrea Jenkins

Andrea Jenkins
Financial Planner at Jenbury Financial
Andrea Jenkins
Financial Planner at Jenbury Financial

XY+ Workshop: Technology – what are advisers using, how much are they paying and what else is out there? – Facilitated by Andrea Jenkins

As tech continually evolves, so too are the ways in which advisers implement tech into their advice processes. Andrea Jenkins is doing a full review of her entire tech stack and wanted to hear from others about solutions out there she isn’t aware of and how they might fit into her own process.

We all know there’s no silver bullet for tech or a one-size-fits-all approach for every advice business. Here are the apps financial advisers mentioned during the workshop that they’re using, loving and curious about:

Ifactfind

  • Digital factfind that can be connected to XPlan
  • XY Adviser who’s using and loving it: Alex Hont

Trello

  • for workflow management tool
  • XY Adviser who’s using and loving it: Elizabeth Hughes

LastPass

  • A password manager that stores encrypted passwords online
  • XY Adviser who’s using and loving it: Alex Hont

Hellosign

  • send, receive and manage legally binding electronic signatures
  • XY Adviser who’s using and loving it: Alex Hont

Worksorted

  • an intuitive Financial Planning CRM
  • XY Adviser who’s using and loving it: Alex Hont

Lumiant 

  • a values-based advice service delivered using technology to help advisers identify what really matters to their clients.
  • XY Adviser who’s using and loving it: Wayne Elliot

Office 365

  • An app suite powered by Microsoft. If you already have this, advisers suggest exploring all its features that you can use in place of other apps you’re paying for separately

Microsoft OneDrive

  • Cloud storage and file hosting service powered by Microsoft

Xeppo

  • data warehouse that can be integrated with Xplan

Platform plus

  • Asset finance aggregator, quoting and lodgement system that may replace Xplan
  • XY Adviser who’s using and loving it: Geoff Whiddon and Scott Taylor

Plutosoft 

  • A complete CRM and advice production platform or adviser Hub
  • XY Adviser who’s using and loving it: Geoff Whiddon

Astutewheel 

  • goals based advice & client engagement software
  • XY Adviser who’s using and loving it: Geoff Whiddon

Product Rex

  • A Free online too for product replacement tables and asset allocation changes

Intelliflo

  • An open architecture software for portfolio allocation, reporting, etc for financial planning businesses
  • XY Adviser who you can contact to learn more about: Stephen Wirth

Voyant

  • a cashflow modelling tool.
  • XY Adviser who’s using and loving it: Martin Tuttlebee

LifeXplorer

  • an independent client engagement tool
  • XY Adviser who’s using and loving it: Antoinette Mullins

Zoho One

  • an integrated system and app marketplace.
  • XY Adviser who’s using and loving it: Brad McWalter

Active Campaign

  • Software for customer experience automation, which combines the email marketing, marketing automation, sales automation, and CRM categories

Zapier

  • An online automation tool that connects your apps and services

Text expander

  • An app that lets you summon up content with a couple of keystrokes
  • XY Adviser who’s using and loving it: Paul Wright

Phrase Express

  • An app that lets you summon up content with a couple of keystrokes. 

Other references:

Technology Product Reviews

Conversation around Financial Planning software

 

 

03/03/2022 ago

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Category:

Technology

As tech continually evolves, so too are the ways in which advisers implement tech into their advice processes. Andrea Jenkins is doing a full review of her entire tech stack and wanted to hear from others about solutions out there she isn’t aware of and how they might fit into her own process.

We all know there’s no silver bullet for tech or a one-size-fits-all approach for every advice business. Here are the apps financial advisers mentioned during the workshop that they’re using, loving and curious about:

Ifactfind

  • Digital factfind that can be connected to XPlan
  • XY Adviser who’s using and loving it: Alex Hont

Trello

  • for workflow management tool
  • XY Adviser who’s using and loving it: Elizabeth Hughes

LastPass

  • A password manager that stores encrypted passwords online
  • XY Adviser who’s using and loving it: Alex Hont

Hellosign

  • send, receive and manage legally binding electronic signatures
  • XY Adviser who’s using and loving it: Alex Hont

Worksorted

  • an intuitive Financial Planning CRM
  • XY Adviser who’s using and loving it: Alex Hont

Lumiant 

  • a values-based advice service delivered using technology to help advisers identify what really matters to their clients.
  • XY Adviser who’s using and loving it: Wayne Elliot

Office 365

  • An app suite powered by Microsoft. If you already have this, advisers suggest exploring all its features that you can use in place of other apps you’re paying for separately

Microsoft OneDrive

  • Cloud storage and file hosting service powered by Microsoft

Xeppo

  • data warehouse that can be integrated with Xplan

Platform plus

  • Asset finance aggregator, quoting and lodgement system that may replace Xplan
  • XY Adviser who’s using and loving it: Geoff Whiddon and Scott Taylor

Plutosoft 

  • A complete CRM and advice production platform or adviser Hub
  • XY Adviser who’s using and loving it: Geoff Whiddon

Astutewheel 

  • goals based advice & client engagement software
  • XY Adviser who’s using and loving it: Geoff Whiddon

Product Rex

  • A Free online too for product replacement tables and asset allocation changes

Intelliflo

  • An open architecture software for portfolio allocation, reporting, etc for financial planning businesses
  • XY Adviser who you can contact to learn more about: Stephen Wirth

Voyant

  • a cashflow modelling tool.
  • XY Adviser who’s using and loving it: Martin Tuttlebee

LifeXplorer

  • an independent client engagement tool
  • XY Adviser who’s using and loving it: Antoinette Mullins

Zoho One

  • an integrated system and app marketplace.
  • XY Adviser who’s using and loving it: Brad McWalter

Active Campaign

  • Software for customer experience automation, which combines the email marketing, marketing automation, sales automation, and CRM categories

Zapier

  • An online automation tool that connects your apps and services

Text expander

  • An app that lets you summon up content with a couple of keystrokes
  • XY Adviser who’s using and loving it: Paul Wright

Phrase Express

  • An app that lets you summon up content with a couple of keystrokes. 

Other references:

Technology Product Reviews

Conversation around Financial Planning software