Curating a well-suited tech stack can be a daunting task for many advisors. To make this process easier for advisors who are considering the implementation of new software, our Kitces Software Showcase highlights 4 popular solutions vendors of the same category in a side-by-side comparison, for 15–20 minutes each. This allows advisors to get an efficient comparison of their key features, narrowing them down to the final 1 or 2 choices that they may want to do further vetting.
The November Kitces Software Showcase will feature demos from 4 Portfolio Management software vendors that equip advisors with the information they need to advise clients on their investments: Orion, Black Diamond, Tamarac, and Advyzon.
At this Kitces Software Showcase, representatives from each software company will provide a tour of their software, and then answer advisor questions live! At this event, advisors will learn:
- The core functionalities of each software;
- The unique and differentiating features offered by each software ;
- How the software integrates with other tech;
- The pricing for individual advisors and firms; and
- Answers to whatever other questions you may have!
