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I have been a financial advisor for 20 years. I am also fortunate to be a columnist for Investment Executive, Canada's industry voice for more than a decade.

During that time, I have spoken to some of the best practice management experts for U.S. and Canadian advisors about how to apply to technology in Advisor businesses.

Over the years I have received many inquiries from financial advisors on how to apply technology in their practices- how to do it efficiently, without a lot of the technical babble that would get in the way of meeting with clients and prospects.

This is how AdvisorTechSolutions.com was born.

Think of this site as your one stop resource for advisor technology solutions. If you have any questions, inquiries, or would like to see a topic covered please let me know.

David Edey

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