Loading ...
Building an Advisor Workstation
Transitioning from a major firm to setting up an independent practice has historically presented major obstacles for advisors. Changes in the industry are pushing more to make the leap, and trends in advisor technology a[...]
Tags: advisor application platform, Aite Group research study, client contact management system, document storage system, financial planning application, independent office, integration, market data, platforms, portfolio management, security, Technology and Platforms
No Comments 
Print This Post
