Welcome back to "Ask an Advisor," the advice column where real financial professionals ... rapidly, the tools are changing, new tools are coming to market and the use cases are expanding.

Aggregation tools are data management tools that help financial advisors collect various customers' data from diverse sources (including banks, investment accounts, credit cards) into one platform.

When constructing portfolios for clients, investment advisors and asset managers have a range of tools at their disposal. Software such as Riskalyze, for example, is designed for financial ...

SigFig, Datamaran, and PulseFolio are examples of artificial intelligence tools that advisors can use to assist with financial services. Financial brands like Capital One, Morgan Stanley ...