Kitces Report On Financial Advisor Technology Use
Download a complimentary copy of The Kitces Report (Vol. 1, 2025), "The Technology That Independent Financial Advisors Actually Use (And Like)" below.
This Kitces Research Report includes an in-depth look at AI use amongst financial advisors, market size and addressable market opportunities for various wealth management software solutions, and data on advisor satisfaction and adoption rates for a wide range of advisor technology categories, including financial advisor software for:
- Financial planning
- CRM
- Portfolio management
- Tax planning
- Digital marketing and advisor lead generation
- Document management
- RIA compliance
- ...and more!
For those looking for more information on Advisor Technology solutions, be certain to also check out our AdvisorTech Solutions Map, and our new Kitces AdvisorTech Directory with advisor software ratings and adoption for all major wealth management software vendors!
