Blog: News & Resources

Recent News

Clearstead Advisors Partners With eCIO to Launch Virtual Client Hub Powered by eVestech

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eVestech Is on the Kitces Financial AdvisorTech Solutions Map

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eVestech Now Includes Performance Reporting

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eCIO Partners With FLX Distribution

Download the press release: eCIO Partners With FLX Distribution

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Recent Articles & Resources

Client Segmentation Worksheet

Try our easy-to-use, interactive worksheet that allows you to analyze your clients and build client segmentation tiers.

The Facts About Client Segmentation (and Why You Should Care)

The demand for greater levels of high-touch client service is costing advisors more than ever. It’s time to face the facts about client segmentation and learn how implementing a differentiated client service model benefits both you and your clients.

How to Future-Proof your RIA's Tech Stack

Congratulations on your decision to be an independent advisor! One of the first things you’ll want to get right is building a tech stack that does what you need today and that can easily scale as your firm grows.

Is Your CX a Focus? It Better Be.

As your clients' preference for virtual, on-demand services continue to shift from in-person meetings to laptops and phones across the nation, so does the importance of providing an investor-centric digital client experience (CX).

Feature Highlight: Investment Dashboard/Performance Reporting Overview

See our Investment Dashboard and Performance Reporting in action in this short overview video.

Virtual Meetings Are Here to Stay

Committee and board members have spoken. Virtual meetings are here to stay.

The New Business As Usual: Are You Ready?

It’s a new era for consultants and advisors. This resource outlines 4 benefits from technology-based solutions that drive better and more efficient client servicing in the new business as usual.

5 Ways to Increase Client Engagement With Videos

Today’s clients expect more on-demand, personalized service from the companies they choose to do business with. Meet your clients where they are, online and deliver a personalized experience they’ll find remarkable.