Financial Advisor’s Tech Boost: Holistic Client Care in 2025

Technology is transforming how financial advisors support their clients, and 2025 is all about holistic care.

This video dives into the key tech trends empowering advisors to streamline workflows, personalize service, and deepen client relationships.

From data integration to digital touchpoints, learn how innovative tools are helping advisors deliver more than portfolio management—they’re delivering peace of mind.

Perfect for advisors aiming to modernize their practice while staying client-centric.