by admin 
When I talk tech trends with technologists, there’s always a tendency to talk up their own book. Cryptocurrency advocates want to talk about all the latest innovations to help people invest in tokens and put their investments to work. Data specialists want to talk about all of the new ways to capture, store, secure and use data to help businesses grow and evolve.
And wealth tech specialists throughout the advisor technology stack want to talk about their particular domain. Customer relationship management (CRM) software providers want to talk about CRM, financial planning software providers want to talk about financial planning software, and portfolio and investment providers want to talk about reporting, accounting, trading and managing client portfolios.
This article originally appeared in Crypto for Advisors, CoinDesk’s weekly newsletter defining crypto, digital assets and the future of finance. Sign up here to receive it every Thursday.
