Five Technology Gifts Your Advisors Really Want for the Holidays
The holidays are a time for giving, but what do your wealth management advisors really want to receive from their firm?
Chances are good that if you ask them what’s on their technology wish list, you’ll hear less about the latest gadgets, and more about tools that make their work easier, faster, and more rewarding.
As your firm looks ahead to 2026, it’s a good time to think about the “tech gifts” that could truly make a difference in your advisors’ day-to-day work life. Here are five worth wrapping up this year:
1. A single source for client insights
We suspect there’s not a single advisor out there who likes switching between screens and rekeying data. That’s why a unified desktop that brings together client data, communication tools, and workflows in one place is at the top of the productivity wish list. Advisors can take advantage of their newfound efficiency to spend more time with clients, and less time wrestling with systems that don’t talk to each other.
2. Seamless data sharing
It’s not glamorous, but the results of data integration can feel like magic. Data integration gives advisors access to live, synchronized data across CRM, portfolio management, compliance, financial planning systems, and more. With that clarity, advisors can identify opportunities, take action quickly, and even uncover new insights through analytics, giving them a competitive advantage over those with less visibility into what matters to the client.
3. Householding that keeps relationships strong
Advisors know that true wealth management depends on understanding the entire household, not just individual accounts. To support them, NexJ’s advanced relationship hierarchies go way beyond basic contact linking, connecting spouses, dependents, trusts, and business entities to reveal how every connection influences financial decisions. This complete and dynamic view helps advisors spot inter-generational opportunities, coordinate strategies across portfolios, and strengthen client bonds through tailored advice.
4. Insights that arrive right on time
The best gift is the one that shows up right when you need it. Your advisors will benefit from embedded analytics that put insights right in their desktop software, so they can prepare for client meetings and act with full confidence and context. This could be as simple as flagging when a portfolio needs rebalancing, a life event signals new opportunities, or engagement has gone quiet. Embedded insights and reporting turn data into proactive opportunities to serve, helping your advisors stay a step ahead instead of playing catch-up.
5. A platform that grows with you
The wealth management industry is in flux right now, managing a wave of retirements while trying to attract new talent. As advisors and their firms evolve, their technology platforms need to evolve with them and support their efforts. The right solution will scale to handle new lines of business, additional data sources, and the growing expectations of a more digital, insight-driven world. By choosing a scalable platform, firms can innovate without disruption, adding new capabilities as needs change without having to replace systems. It’s the gift that keeps on giving, delivering value year after year.
Wrapping Up 2025
As your firm finishes out the year and plan its 2026 technology roadmap, remember the “gifts” that will deliver the most lasting impact for your team: friction-free integrations, relationship-building householding, and timely insights that keep advisors one step ahead. Together, they create a modern advisor experience that lets your team focus on clients, not data collection and paperwork.
With NexJ’s Integrated Advisor Desktop, your firm can deliver all these benefits through a single, intuitive platform. It’s a strategic foundation that helps advisors serve clients better, uncover new opportunities, and increase loyalty and assets under management, long after the holiday season.
Sounds interesting? Book a demo with us today and see how NexJ can help your team in 2026.
