AdviceTech Map of the Market
We're tired of the same old placemat of logos. What if we could show the entire suite of critical professional technology solutions in one comprehensive graphic to know what we're missing? To see who are the providers in each category and where they overlap?
- Click category to see solutions
We developed the compass to address one of the biggest complaints of financial professionals today- how does all of this technology fit together? This interactive graphic was created to help our community start to understand where these tools are most effective and where advisory firms have clear gaps in their solutions.
Some categories of solutions are clear and established, while others are evolving. This v1.0 graphic is an attempt to put the current solutions into a "core stack" (middle ring), an emerging stack (outer ring) and, more recently, the advisor/client portal (center) as a hub or conduit of multiple tools. Furthermore, solutions today have a bias towards client-facing (engagement tools - North) versus back-office tools (practice management - South), and are grouped together as best as possible.
Click on each of the categories to see a list of current solutions known to us and direct links to their corporate site to learn more. Please note that this is not a complete list and it is changing every day. If you find discrepancies, please complete the form below and we will do our best to update in a timely manner.