The value of wealth management technology lies in adoption, not feature lists. At Lightbox Wealth, we believe wealth tech must fit workflows, investment decisions and client meetings, tailored to CIOs, analysts, principals and advisers. That means intuitive design, structured onboarding and ongoing service. A platform should be a system of record, with decision lineage showing why a decision was or wasn't made, covering the whole decision process, from analytics and screening to governance.