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Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
The interactive tool gives clients a "visualization" of their financial lives on one page, and now doesn't require advisors subscribe to the larger Income Lab platform.
The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.