We are building the next big thing

Joined September 2015
148 Photos and videos
Goodbye to @Redtail, @Wealthbox, @Salesforce and the rest of the CRM’s. AI Native to replace them along with Docusign, task management, note taking apps and more. UI /UX is not needed. Also goodbye to all the workflow consultants out there. AI Native handles it. @MichaelKitces
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AdvisorTouch retweeted
19 Nov 2025
IMPORTANT message for everyone using Gmail. You have been automatically OPTED IN to allow Gmail to access all your private messages & attachments to train AI models. You have to manually turn off Smart Features in the Setting menu in TWO locations. Retweet so every is aware.
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Before the work week starts on Monday morning, we thought it’s a good idea to remember to appreciate what we have, even the things as simple as a hug.
😭 After 11 YEARS without a proper hug, this grandpa finally wraps BOTH arms around his grandsons thanks to a genius student invention called "HugAgain"! ❤️
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Huge respect to @GarySinise and to everything he does
3 Nov 2025
Actor Gary Sinise took over 1,000 children of fallen soldiers to Disneyland, free of charge
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We have been involved in tech, processes and workflows in our industry for over 20 years. They are about to become table stakes and consultants and workflow software (including legacy industry CRMs) are going to become obsolete. AI is taking over. More to come.
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Congrats to the team at Advyzon and Kevin and Tony.
Big news in #WealthTech 🚀 Advyzon adds integrated #FinancialPlanning — guided by industry pros and former MoneyGuide execs Kevin Hughes & Tony Leal. Read more in @YahooFinance: finance.yahoo.com/news/advyz… #Fintech #AdvisorTech
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Hey @RingCentral your customer support is some of the worst I’ve experienced.
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We had a couple of meetings this past week with some of the top ai engineers. You have no idea what’s already here and being developed. Stunning.
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If you always think about what could go wrong, you’ll never act.
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AdvisorTouch retweeted
🚨 BREAKING: 16 BILLION PASSWORDS LEAKED: APPLE, GOOGLE, FACEBOOK USERS EXPOSED What’s being called the largest password leak in history has just been confirmed: 16 billion login credentials, many from major platforms like Apple, Google, Facebook, GitHub, and more, are now exposed and circulating. Researchers say the leak comes from 30 separate datasets, most of it new, not recycled. And it’s not just usernames and passwords... URLs, emails, and full login sequences are included. This isn’t just a breach. It’s a blueprint for mass phishing, account takeovers, and digital identity theft at global scale. “This is fresh, weaponizable intelligence at scale,” said researchers. And it’s live now. Act fast. Stay ahead. Or get locked out. Source: Forbes, CyberNews
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What a beautiful idea. Every town should have one including San Diego.
For decades, Rainbow Bridge in Western North Carolina was a place where visitors left collars and mementos to remember the pets they have lost. Hurricane Helene washed the bridge away. In its place, a new bridge has been built... to honor all the pets lost during the storm.
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Hey @RingCentral the few times that I have had to deal with your customer support, has been absolutely atrocious. Having to deal with a poorly constructed bot that functions poorly, and then being transferred from person to person, then being left on perpetual hold. Goodbye.
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There’s been a lot of talk about how AI is going to affect all our businesses and change how things are done. But this is an example of how it can really change a person‘s life.
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AdvisorTouch retweeted
🚨 ALERT: Microsoft has discovered a new trojan, StilachiRAT, targeting cryptocurrency wallets in the Google Chrome browser. The malware attacks 20 different extensions, including MetaMask, Coinbase Wallet, Trust Wallet, OKX Wallet, Bitget Wallet, Phantom, and more.
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AdvisorTouch retweeted
Reality of Google Pay compared to Apple Pay Now you know: Google knows about every fking payment you do while Apple does not Apple is the most secure platform
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