Tech trends you need to follow

There are three main tech trends advisors need to pay attention to, said Neesha Hathi, senior vice president of U.S.-based investing firm Charles Schwab’s advisor technology solutions.

This week in Chicago, the company is hosting a conference on industry trends for financial professionals, and Hathi was part a technology trends panel on day one of the event, reports Financial-Planning.com.

Read: Technology and the affluent client

The trends to follow included:

The use of cloud-based software: One third of U.S. advisors are using cloud software, but they do need to be cautious. While the defenses of these programs are strong, make sure your data is secure and private.

Read: An office in the clouds and Is your private financial data secure?

Mobility: Though websites are still key, clients may be looking for more shareable, mobile tools and sources. You may need to ensure your website, articles and blogs are mobile compatible. And because of phones and tablets, people also expect nicer, interactive graphics and features in presentations, for example.

Read:

Future tech to aid advisors

Get the most from your Smartphone

Understand the Gen Y client

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.