The wealth management industry has seen a profound evolution with technology at its core, aimed at enabling advisors to dedicate more time to their clients. Farther, a technology-powered wealth management firm, has risen to the occasion, delivering on technological promises others couldn’t, helping advisors not only to scale but to rejuvenate client relationships.
Automating Routine Tasks, Elevating Personal Connections
Advisory firms traditionally grapple with a significant investment in technology, sometimes at the expense of personal client time. Farther’s platform addresses this by automating routine processes such as tax-loss harvesting and onboarding. This automation is a game-changer for managing director Gary Corderman, who shares, “The system looks for opportunities to harvest losses, freeing me from manual client reviews unless I wish to dive in.”
The Integrated Tech Solution
At the heart of Farther’s innovation is the seamless integration of tools that advisors use daily. By transforming fragmented processes into a cohesive system, Farther empowers wealth management firms to function with an advisor-centric approach. “Advisors shouldn’t have to piece together their own technology pyramid; they need a system like Farther’s that genuinely integrates,” Corderman emphasizes.
Independence with Connection
Corderman’s pivot to Farther stemmed from a desire for independence coupled with connectivity. At Farther, advisors retain their client base while benefiting from a collaborative environment and cutting-edge operational support. “I was seeking a collegial atmosphere and a cutting-edge platform,” Corderman reveals. Farther’s open architecture ensures advisors can deliver unmatched client service.
Easing the Onboarding Experience
Transitioning to a new firm can be daunting, but Farther makes it seamless. Corderman recounts his transition as the smoothest of his career, thanks to the efficient onboarding process. “The technology was ready the first business day, no waiting around,” he recounts. Farther swiftly integrates advisors, minimizing downtime and maintaining client relationships.
Constant Evolution and Growth
Farther’s commitment to evolution is unwavering. CEO Taylor Matthews highlights the focus on sustainable expansion, even tripling the engineering team to support growth. As Farther continues to refine its technology, it remains steadfast in eliminating the common barriers advisors face, like compliance restrictions and integration issues.
According to Investment News, Farther’s success stems from its advisor-centric philosophy and relentless pursuit of operational excellence.
Farther’s innovative approach sets a new standard in wealth management, providing a platform that genuinely enhances both advisor and client experiences. As technology continues to be a strategic asset, firms like Farther promise a future where advisors truly focus on what they do best—serving their clients.