Advisors Lose 80% of Their Week to Admin | Mark Swan, Nevis
It addresses a workflow and technology question advisors face directly: how much of the week goes to admin and what AI tooling between existing systems could change. Useful for firms weighing how their software stack is assembled and integrated.
Summary
By the wealth tech & ai deskAn episode of WealthTech Today in which Mark Swan, co-founder and CEO of Nevis Wealth, discusses the share of an advisor's week taken up by administrative work, which the description puts at roughly 80%. He makes the case for AI operating systems and workflow automation between systems as a way to give that time back to RIAs. The conversation, with host Craig Iskowitz, also covers why model orchestration is presented as preferable to single-vendor loyalty.
- The description states advisors spend about 80% of their week on administrative work.
- Swan describes AI operating systems as a way to reclaim that time for RIAs.
- The episode covers AI workflow automation between systems.
- Swan argues for model orchestration over single-vendor loyalty.
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