Advisor Perspectives

Four Signs Your Investment Management Technology is Failing

By Anil Beniwal

Financial services technologies are “hot”: Adoption of digital tools that simplify, support and/or streamline money management has doubled just since 2015. But your advisory firm is doing okay without the latest technology…right?

If your firm is hesitant (or just slow) to launch tools designed to increase efficiency, consider that the most successful advisors use more technology – and spend more on technology – to drive growth and scale. They understand its value for creating greater efficiency and a better client experience.

Here are four signs your firm is ready to take advantage of technologies that will help improve how you do business:

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This article originally published November 7th, 2018 on Advisor Perspectives.

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