istock/laddawan punna Advisors want software to be as easy as ordering a ride or meal delivery, industry experts say. To close the gap between advisor expectations and technology limitations, firms need to listen to advisor needs, involve advisors in software decisions and set clear rules for using external AI tools. “They’re not just looking at the tools that IG has versus a Big Six banking application,” Brent Allen, head of sales and distribution at IG said.