Jan 10, 2020
One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use – everything from financial planning to investment management to CRM and the myriad ancillary systems that streamline operations and deliver clients the information they want. My guest today has seen the advisory technology industry evolve from a collection of stand-alone software packages to an integrated, web-based platform, and she will give us her predictions for what the next decade will bring.