How Technology and Operations Enable Total Wealth Advice
Indivisible Partners founders Alok Kapoor and John Hogarty join WealthTech on Deck to discuss what it takes to build a wealth management platform around the advisor-client relationship.
As client needs become more complex, advisors need a more connected view of their clients’ financial lives and the ability to spend more of their time on advice. At Indivisible, that thinking has shaped how we’ve approached building the platform from the ground up.
In this episode, Alok and John discuss the decisions behind that approach, from connecting data and reducing operational friction to creating a foundation that can evolve alongside advisors, clients, and emerging technologies.
In the conversation:
- Why a connected view of client data matters for total wealth advice
- How reducing operational friction can give advisors more time for clients
- Why a strong foundation matters as AI and other technologies evolve
Key Takeaways
Build the foundation first.
Moving quickly with AI and emerging technology requires a strong, connected foundation underneath it.
Give time back to advice.
Reducing fragmented workflows and repetitive operational work allows advisors to spend more time on clients, advice, and growth.
Think beyond the portfolio.
As clients’ financial lives become more complex, advisors need the data and capabilities to deliver a more comprehensive total wealth experience.