What are the top tech tools every financial adviser needs?

Dive into the world of essential tech tools reshaping the way financial advisers work, enabling them to thrive in the digital era.



  • Financial planning software tailors plans to clients' goals and provides actionable insights.
  • CRM systems streamline client interactions, track communication, and ensure compliance.
  • Lead generation tools attract and convert qualified prospects while minimising risk.
  • Email marketing software engages the audience with personalised content and analytics.


What tools are financial advisers actually using?

In the ever-expanding world of financial technology, finding the right tools can be daunting. However, amidst the numerous options, there are tech tools that stand out as must-haves. These financial adviser tools not only streamline operations, mitigate risks, and enhance client outcomes but also drive business growth and ensure competitiveness. 

By harnessing the power of these essential tools, you can stay ahead of the curve and deliver exceptional value to your clients.


Financial planning software

Financial planning software helps you to create tailored plans that align with your client's goals. With user-friendly interfaces and intuitive features, financial planning software simplifies complex processes and transforms raw data into actionable insights. 

Financial planning software also often includes built-in risk profiling tools for financial advisers to assess their client’s risk tolerance and investment preferences.

Here's what you should look for in financial planning software:

  • Analytics tools.
  • Scenario planning tools.
  • Tax management tools.
  • Retirement planning tools.
  • Estate planning tools.
  • Risk management tools.
  • Customisation options for reporting.


Customer relationship management systems (CRM)

A CRM system is the nerve centre of client management for financial advisers. It is designed to streamline client interactions and enhance relationships. A CRM acts as a centralised hub for managing client information, communication, and interactions, enabling you to track client details, communication history, and important tasks. 

CRMs also act as an efficient risk management tool for financial advisers, allowing you to monitor client communications and ensure regulatory compliance.

A CRM should provide you with the following:

  • Centralised client database.
  • Automated task and workflow management.
  • Client communication tracking.
  • Customisable client segmentation.
  • Client data protection.
  • Risk management tools.


Lead generation and management tools

Lead generation software enables advisers to identify and attract potential clients through targeted marketing efforts. These tools streamline the lead acquisition process, helping to efficiently convert leads into clients. Lead generation and management tools also help financial advisers by acting as risk management tools that minimise risk by identifying and nurturing potential clients who match their risk profile.

Unbiased offers all-in-one lead generation and management tools, delivering clients looking for your services straight to your inbox. This saves you time and eliminates the need for you to do your own marketing. 

Your lead generation and management tool should offer features like:

  • Targeted marketing campaigns.
  • Lead capture forms.
  • Automated lead nurturing.
  • Lead scoring and segmentation.
  • Integration with CRM systems.
  • Analytics and reporting.
  • Compliance and data security.


Video conferencing software

Video conferencing software enables financial advisers to conduct virtual meetings and consultations with clients and colleagues regardless of their geographical location. It allows for face-to-face communication, screen sharing, and collaboration in real-time, replicating the experience of an in-person meeting.

Here are some of the features that good video conferencing software should offer you:

  • High-quality video and audio.
  • Screen sharing capabilities.
  • Secure meeting rooms with encryption.
  • Multi-participant support.
  • Recording and playback options.
  • Integration with calendar and scheduling tools.
  • User-friendly interface and ease of use.


Scheduling software

Efficient time management is crucial for financial advisers juggling multiple tasks and client meetings. Scheduling software simplifies appointment setting, eliminates scheduling conflicts, and sends automated reminders to clients.

Scheduling software should include the following features:

  • Easy appointment booking.
  • Calendar integration.
  • Automated reminders.
  • Customisable availability settings.
  • Multi-user access and collaboration.
  • Reporting and analytics.
  • Mobile accessibility.


Email marketing software

Email remains a powerful tool for client communication and marketing outreach. Email marketing software streamlines the process of creating, sending, and tracking marketing emails. You can also use this software to create sales funnels or email sequences that allow you to engage and cultivate your audience more effectively. 

Keep an eye out for these features in investigating email marketing software:

  • User-friendly email template editor.
  • Contact management and segmentation.
  • Personalisation options for tailored content.
  • Automated email sequences and drip campaigns.
  • Detailed analytics and reporting.
  • Compliance with data protection regulations.
  • Integration with CRM and other marketing tools.

Social media platforms

Social media platforms offer financial advisers fantastic opportunities to establish their brand, connect with potential clients, and share valuable industry insights. 

Whether it's LinkedIn, X, or Facebook, these platforms provide a space for you to showcase your expertise, engage with your audience, and expand your reach. By sharing helpful content and joining discussions, you can boost your online presence, maximise your digital marketing reach, and open doors to new business prospects.


Want to work with Unbiased?

Having the right financial adviser tools can be a game-changer. From financial planning and scheduling software to lead generation tools and video conferencing software, this technology plays a crucial role in streamlining operations, enhancing client relationships, and driving business growth. By leveraging these essential tools, you can stay ahead of the curve, deliver exceptional value to your clients, and ensure your long-term success in the competitive financial services industry.

Let Unbiased Pro help you grow your business. With Unbiased, you’ll receive pre-verified leads and all the tools you need to convert them straight to your inbox.


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