Meet the eAdvisors: Tech-savvy advisors who power their growth with technology
An introduction to how eAdvisors are achieving greater growth and a better client experience through the smart use of technology.
How eAdvisors stand apart
In 2014 and 2016, Fidelity research identified a group of tech-savvy advisors — called eAdvisors — who are using a broad range of technologies to outperform their peers across various metrics. They also attract more high-net-worth and Gen X and Y clients, and are more satisfied with their firms.
Higher AUM (median)
More AUM per Client (median)
Are you an eAdvisor?
Answer these quick questions to see if you could possibly be an eAdvisor, and find opportunities to put technology to work for your business.