Why Choose A Financial Advisor With A Big Tech Stack

tech

In the times of the coronavirus pandemic and with working-from-home becoming our new norm, we are all learning how to conduct our daily lives from the confines of our laptops and smartphones. Furthermore, while adjusting to this new way of life, it is crucial that the platforms and technology we use to connect with other professionals is as high-tech as possible. This is why having a financial advisor with the most current and state-of-the-art technology is crucial. 

In an article written by the Financial Advisor Magazine, they said that advisors with inadequate technology  weren’t able to conduct all aspects of their business during the pandemic. The article further states that more than three quarters of U.S. and Canadian advisors in a recent survey reported losing business due to inadequate technology as the coronavirus pandemic took hold. 

As mentioned previously, the ability to meet with your clients virtually and interact with them as if you were face to face is the only way to make these unprecedented times feel somewhat normal and keep your clients happy. According to the survey, eighty-nine percent of the respondents said their desktop software and firm-provided technology had become more essential during stay-at-home mandates; and 74% wished their firm had access to better technology tools.

Sherman Wealth has always utilized the most high-tech and innovative technology to serve our clients with. From staying in touch virtually via zoom meetings, texting, digital forms, screen sharing, or conference calls, to allowing our clients to constantly check their portfolio with the simple click of a button that takes them to our client app, this technology keeps our clients on top of their portfolio at all times. It also allows them to add in held away accounts that are not managed here or any bank accounts and debts to get a full financial picture. Our online scheduler allows our clients to book appointments at the tip of their fingers in order to stay connected at their leisure. Furthermore, our firm offers a risk tolerance questionnaire, where our clients can check their risk number at any time, to see how much risk you are actually taking within your portfolio. When choosing your financial advisor, make sure to think about choosing a firm that can reach you and give you the best service, especially during times like these when face-to-face communication is not possible. If you would like to inquire more about any of the technological services we offer to our clients, please reach out and we would be happy to share more information with you.

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