As Michael Kitces’ FinTech Solution Map shows, there is no shortage of tech solutions available to help advisors. When you partner with Buckingham Strategic Partners, we help remove the complexities of these many solutions. You are easily able to streamline and integrate your FinTech needs. Check out how our platform eliminates the necessity for several of these options, plus connects to your existing business needs.
As Michael Kitces’ FinTech Solution Map shows, there is no shortage of tech solutions available to help advisors. When you partner with Buckingham Strategic Partners, we help remove the complexities of these many solutions. You are easily able to streamline and integrate your FinTech needs. Check out how our platform eliminates the necessity for several of these options, plus connects to your existing business needs.
Buckingham Strategic Partners
When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
