The best financial adviser technology of 2015!

2015 was a massive year in advisor technology, with shocking headlines dominating the airwaves! Mergers and acquisitions, robo advisors, cybersecurity, and social media.

So get ready, the Best Technology of 2015 begins now!

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Best Technology of 2015

Thank you, thank you everyone, welcome to the show, I’m your host Bill Winterberg, and we’re here tonight to recognize the “best of the best” in financial advisor technology.

This is my sixth year highlighting top technology for financial advisors, and just like in previous years, I break down award winners into three categories: the best back office technology, the best client-facing technology, and the best overall innovation of the year.

Best Back Office Technology

So let’s begin with the Best Back-Office Technology award winner, which is a product or service that boosts the overall efficiency and productivity of your back office and makes a direct impact to your bottom line.

The Best Back-Office Technology of 2015 goes to:

Riskalyze Autopilot!

Clearly, automated asset management has dominated the headlines this year, but many of you just aren’t certain what your strategy will be when it comes to offering low-cost investment management.

Autopilot wins this year’s award because it is purpose-built for advisors, and not cobbled together from a retail offering.

And with tighter relationships with custodians, like the end-to-end process I’ve seen soon to debut with Trust Company of America, Autopilot is well positioned for those of you who want to move forward with offering an automated platform for your emerging clients.

Unfortunately I’m being told that Riskalyze CEO Aaron Klein just boarded a flight with United, so he doesn’t have inflight WiFi to accept this award virtually. Am I right, Michael?!?

Oh, well then..

Best Client-Facing Technology

Next up is the award for the Best Client-Facing Technology. The winning solution significantly enhances the client-facing elements of your business and facilitates your interactions with clients.

If you’re looking to differentiate your business and offer deeper financial planning services to clients, you can’t go wrong with this year’s Best Client-Facing Technology award winner,


Now Advizr has only been around for a little more than a year, but they’ve gained some very good traction early on by allowing advisors to easily engage clients with a financial plan.

Clients and prospects can create their own high-level plan using Advizr’s user friendly interface, and then engage an advisor to further refine their plan based on their unique goals and circumstances. As this year’s Best Client-Facing Technology, Advizr is worth a look for those of you who want to give each and every client the benefit of having a financial plan.

Innovation of the Year

And finally, our last category for this year’s awards is the Innovation of the Year, which goes to a product or service that introduces a completely new business practice or service experience that has never been possible or practical before.

The award for Innovation of the year goes to:


So before Periscope was introduced, there really wasn’t an easy way for you to broadcast content live in real time to your audience. Some of you have used webinars or Google Hangouts before, but for those, you’re typically confined to your desktop or laptop computer in your office.

Periscope opens up an entirely new way to connect with your clients and prospects using nothing more than your mobile phone.

It’s incredible to consider the possibilities and potential of an app like this, so don’t let compliance create any excuses for you NOT to use something so revolutionary and well-deserving of Innovation of the Year.

So as this year’s awards come to an end, I want to take a moment to recognize all those who supported me through my career, because without them, I wouldn’t be where I am today, so honey, this is for you, I love you, and Dan, you’re an awesome son and you make me a proud dad, and, oh, I don’t want to forget my executive producer, Steve Biermann, I forgive you forcing me on the VooDoo ZipLine in Las Vegas, I’m ready to be friends again, and to my cat … ok ok!

Thank you everyone, hope you enjoyed the show, I’ll see you in 2016!!


Watch the Best Technology of 2015 for Financial Advisers

Watch the Best Technology of 2015 for Financial Advisers


5 Responses to “The best financial adviser technology of 2015!”

  1. Brian Froisy December 18, 2015 10:04 am

    I nominate “Best Technology of 2015” for an Academy Award. That was really well done, best of the year.

  2. W Phil Ratcliff December 18, 2015 10:22 am

    I was surprised by Advisr. Why Advisr over say, Welathminder? Also, do you know their pricing?

    I hadn’t really heard of Periscope and it looks really cool. I think video is where we should be going to communicate with clients/prospects and I like the idea of being able to do some live from a real person’s perspective (not produced). Now I just have to figure out a way to integrate it into our marketing in 2016…

    Thanks Bill for always keeping us up-to-date with latest and greatest!

    • Bill Winterberg December 18, 2015 11:43 am

      Both Wealthminder and Advizr are good products and good options for advisors. So why did I select Advizr?

      Advizr has more marketshare than Wealthminder (2015 Financial Planning Survey, 2015 InvestmentNews Technology survey), they have a strong partnership with the rapidly expanding XY Planning Network (, and Advizr continues to expand their integrations to facilitate up-to-date information populated in each plan.

      I anticipate continued innovation and market share expansion from Advizr in 2016.

      Also, the retail price of Advizr is $75/month (see the XY Planning Network link above).

  3. Blake December 18, 2015 6:16 pm


    I’m a fan, appreciate your work. You’re pretty influential in the community I imagine so I wanted to give you some real world feedback on Autopilot. It is far from ready for primetime. We’ve been working on launch for a few months now and its clear that there are a lot of holes. We’re pushing ahead but I’d be lying if I said it was pleasant so far. At times it feels like we’re the first users ever, which is entirely possible. Having said that, we’re punch drunk on Orion and trust their team would not partner up with Riskalyze on a whim. Just my two cents. Have a great day!

    • Bill Winterberg December 18, 2015 8:25 pm


      Thank you for taking the time to comment and for your feedback on my videos.

      In late October, Aaron Klein showed an Autopilot integration with Trust Company of America that was very impressive. Both companies said it should release in early 2016, and I hope that what they learned from this new integration will address some of the issue you’ve encountered with your own implementation.

      Please keep me up to date on your progress with Autopilot and let me know if I can help with anything.