Connected data
Firms want a clearer view across client, portfolio and operational data so teams can work from the same information.
Future Proof 2026 · Huntington Beach, California
Pano at Future Proof 2026.
Field notes from conversations with advisors and wealth management teams.
At Future Proof 2026, Pano met with firms to talk through how they are thinking about technology, growth, operations and the client experience. What follows are a few of the themes that surfaced and the questions firms are working through as they consider a more connected approach to wealth technology.
Future Proof2026Huntington Beach
Field notes
What came up in conversation.
Across the meetings Pano had at Future Proof, one thread ran through most of them: the difficulty of running a firm across separate systems for portfolio management, CRM, reporting, billing and client data. The conversations were less about adding another tool and more about how those systems work together, how information moves between them, and where the gaps between them slow advisors and operations teams down.
Client experience
Reporting and portals matter, but the quality of the experience also depends on the data and workflows behind them.
Advisor workflow
When systems are disconnected, everyday work becomes harder to manage. Firms are looking for ways to simplify how information moves across the business.
From Future Proof 2026
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