Top Tech Trends For FA’s

  • The future is tech
  • Technology gaps 
  • The new normal of remote work

Technology is a powerful tool that drives just about everything we do. It’s all around us: in our kitchens, in our cars, even on our wrists. And while there may be a large technology gap that’s evident all across the industry, in terms of affordable access and the education and training needed to leverage it, there’s no denying that technology is here to stay. In fact, it’s already playing a pivotal role for all firms moving forward if they are to remain competitive and be successful. 

Financial Planning recently published their 2021 Technology Survey that takes an inside look at some of the tech trends that are driving the industry. The study shows that a majority of advisors find that technology plays a critical role in creating growth and better serving clients, which begs the question, “Do you have the right technology at your fingertips?”

The global pandemic has shed a light on some of the technology issues that the industry faces as a whole, some of which were brought on by a majority of the country switching to remote working. One of the most pressing tech challenges that came out of the survey was the number of advisors who needed upgraded equipment to better handle working from home. 

There’s no denying that a lot of advisors felt the struggle of adapting to working remotely and finding new ways to connect with their clients. With many advisors feeling like they were ill-prepared to master working remotely, they reached out to their broker-dealers for answers and support. Some broker-dealers were better prepared to address these requests from the onset of the pandemic − others closed the gap quickly, and still others struggled to provide the right tech solutions for their people – or that’s the impression of the advisors, at least!

If your broker-dealer isn’t giving you the access to technology and support you need to not only survive but thrive in this new normal, it’s time to start looking elsewhere. You want a broker-dealer that has your back through thick and thin, and 3xEquity is here to help you find just that. We’ll be by your side from start to finish, guiding you through the process of finding a new home for your business. Visit to discover all the ways we can help you. 

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