Why Technology Isn’t Replacing Advisors—It’s Empowering Them through the use of technology in financial advisory services.

The financial advisory landscape is evolving rapidly. Contrary to fears of automation, technology isn't replacing advisors—it's making them more valuable. Art Ambarik, CEO of Perigon Wealth Management, shares how his firm integrates technology to improve efficiency, deliver better client experiences, and scale operations sustainably.

Streamlining Operations with Automation and AI

Modern advisory firms are leveraging automation to handle routine administrative tasks such as reporting, data entry, and scheduling. AI-powered tools assist in analyzing client data, forecasting market trends, and identifying personalized planning opportunities—freeing advisors to focus on what truly matters: strategic guidance and relationship-building.

Personalizing the Client Experience

One of the most powerful applications of technology in financial advisory is personalization.
From tools that monitor spending habits to software that recommends tax-efficient strategies, firms can offer hyper-relevant, proactive advice. These insights allow advisors to demonstrate value in real-time, increasing client satisfaction and retention.

The Competitive Advantage of a Smart Tech Stack

Firms that embrace a customized, integrated tech stack are positioned to grow faster and serve clients more effectively. At Perigon Wealth, the team doesn’t chase the latest tools—they focus on selecting technology that aligns with their workflows and client needs. The result? Better performance, happier clients, and a stronger business foundation.

Scaling Without Losing the Human Touch

Technology enables scalability without sacrificing personalization. It allows advisory firms to grow their client base while maintaining the high-touch service clients expect. Advisors can scale their impact by using tech to automate the mundane and elevate the meaningful.

Inspired by The Connected Advisor podcast featuring Art Ambarik, CEO of Perigon Wealth Management, learn why financial advisors must specialize to succeed. Listen to the full episode here and explore more articles in this series.