John O’Connell Quoted in RIABiz Articles on Financial Planning Software

John O’Connell offers a critical perspective on two major launches in the financial planning tech space in articles published in RIABiz. In the first article, RIABiz covers the news of RightCapital introducing a data automation tool intended to challenge incumbents eMoney and MoneyGuidePro by streamlining back-office data entry for advisors. O’Connell underscores that meaningful efficiency gains require far more than “plumbing upgrades,” noting: “True workflow transformation starts with advisor pain points, not just technical fixes.”

In the second article, RIABiz covers the news of Advyzon debuting its new financial planning module in a saturated, fiercely competitive environment. O’Connell says that there’s no gap in the market, unless a firm launches a “complete” solution, including classic planning and tax, estate, and trust planning: “Advisors have an incredible number of options … Any firm entering the crowded market with another point financial planning solution is likely to fail.”