 Now that we are on the far side of this process and working with our clients, we have tripled our client acquisition rate. That's because those platforms are remarkable.”David Edwards, president, Heron Financial Group |
The trouble with tech integration for advisers, vendors
Alessandra Malito | InvestmentNews, June 2015
Read the article online >
Summary: The promise of a seamless technology integration in which advisers get up to speed quickly and use all of the software programs and data available to them with ease isn't a reality at most advisory firms. Not yet, at least.
Be the first to comment on this Article
