As wealth management technology becomes more complex, advisors are increasingly focused on one key question: Does their platform actually improve their daily experience? In this video, Shannon Reid, President and Head of Advisor Growth and Engagement at Osaic, discusses what advisors truly want from modern platforms—greater flexibility, seamless integration across systems, and technology designed around how advisors actually work.
Rather than forcing advisors into rigid, all-in-one environments, the future of wealthtech is increasingly advisor-centric, enabling firms to build technology ecosystems that support their unique workflows and client service models. Platforms like Flyer Financial Technologies play a critical role in this shift by integrating portfolio management, rebalancing and trading capabilities directly into an advisor’s existing tech stack. This allows advisors to streamline portfolio implementation, reduce operational friction, and deliver a better overall platform experience for both advisors and their clients.
