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The Must-Have Financial Advisor Tech for 2025

The financial advisory industry in 2025 is being transformed by rapid technological change with AI and fintech. Joshua Wilson hosts an episode of Untamed Ethos, featuring Joe Moss, to discuss which technologies are essential for advisors and which might be overhyped. The conversation offers insights from Moss' book, The Ultimate AdvisorTech Stack for 2025.

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By Joshua Wilson · · Conneqtor MusingsDr Joshua I. WilsonJanuary Capital AdvisorsJoe Moss
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Key takeaways

01

AI-driven tools are reshaping the financial advisory landscape.

02

Advisors are pressured to integrate cutting-edge tech into their practices.

03

Joe Moss provides key strategies for leveraging technology in his book.

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The financial advisory industry is undergoing rapid technological change, with AI-driven tools, alternative investments, and social-driven platforms reshaping the landscape. With rapid advancements in fintech, advisors are under increasing pressure to integrate cutting-edge technology into their practice. But with so many options, which tools are truly game-changing, and which are overhyped?

A critical resource for advisors navigating this transformation is The Ultimate AdvisorTech Stack for 2025, a comprehensive guide for financial advisors looking to leverage cutting-edge technology and streamline their operations. Written by Joe Moss, the COO of January Capital Advisors, the book is set to hit the shelves on February 20th.

Welcome to Untamed Ethos. In the latest episode, we dive into key themes from Moss' book, unpacking the fintech innovations that will shape the industry in 2025. The host, Dr Joshua I. Wilson, engages Moss in a conversation on the must-have tech tools for financial advisors. From AI-driven efficiencies to alternative investments, check out the episode to find what's trending and what's fading away.

The main topics of discussion are…

  • What's hot in advisor technology? AI-driven solutions, alternative investments, and the importance of a great user interface.
  • What's overhyped? The rise (and potential fall) of AI-powered note-taking tools and why some tech innovations may not be worth the investment.
  • Key insights from The Ultimate AdvisorTech Stack for 2025 – A preview of the essential strategies and tools financial advisors need to implement in 2025.
About the Guest

Joe Moss is a fintech strategist, specializing in AdvisorTech and community-driven solutions for financial advisors. As the author of The Ultimate AdvisorTech Stack for 2025, he has helped over 100 advisors refine their niche and scale effectively in the digital age. He also curates industry insights through his newsletter, Conneqtor Musings, and provides exclusive resources via the Stan Store. His Substack dives into emerging fintech trends, offering deep analysis on the latest innovations in the field. With a background in operations, financial advisory, and technology consulting, Joe has dedicated his career to leveraging fintech innovations that enhance efficiency, drive growth, and help financial firms scale effectively in an evolving digital landscape.

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Joshua Wilson
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About the Experts

JW
Joshua Wilson

Host, Untamed Ethos

Dr. Joshua I. Wilson is the host of the Untamed Ethos podcast, where he engages with investment professionals to discuss business, personal growth, investing, and politics. He covers a range of topics that are essential for well-rounded professionals in the financial advisory sector.

JM
Joe Moss

COO

January Capital Advisors

Joe Moss is a fintech strategist focused on AdvisorTech and community-driven solutions for financial advisors. As the author of The Ultimate AdvisorTech Stack for 2025, he has guided over 100 advisors to refine their niche and effectively scale in the digital age.

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