Advisors don’t need more tools.

Advisors don’t need more tools. They need the right ones.

Wealth management tech is in a strange place right now. Every year, platforms add more dashboards, widgets, and reports.

And yet, advisors still default to Excel.

It’s not because they’re stuck in their ways. It’s because most advisor tools don’t solve the actual problems that matter in their day.

I’ve seen it too many times:
• Dashboards with beautiful charts but no context for action
• Reports that impress product teams but confuse the client
• Features that demo well but add four clicks to a simple workflow

In wealth management, trust beats flash every time.

Advisors adopt tools that:
• Fit naturally into their existing process
• Surface the one thing they need to know to take action
• Help them look good in front of clients
• Save them time without adding mental overhead

The job of a PM in this space isn’t to push the latest analytics or AI feature. It’s to make sure the advisor can quickly answer two questions:
What’s changed in my client’s world?
What should I do about it right now?

When a tool makes them faster, sharper, and more confident, they’ll use it. And when they use it, trust grows.

Stop chasing “engagement” with more features. Start chasing adoption by building tools advisors actually trust.