Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.

Technology continues to transform our profession, allowing advisors to maximize efficiency and increase their value to clients. While implementing the latest software suite or product may ...

In an industry that's becoming increasingly automated, Fisher insists on maintaining a personal touch while leveraging technology to enhance the mortgage lending process.

Client success should be an integrated mindset that shapes how integrators design, deliver and maintain technology solutions.

For clients who are true “Delegators” (to steal the phrase from Michael Kitces), the portals included with the major reporting provider technology suites will more than suffice.

Using the latest technology, these advisors have perfected their client touchpoints.

Clients can also utilize an integrated analytics tool to view customizable dashboards to monitor portfolio and loan-level performance and KPIs.