Technology offered by the IBD versus technology self-provided?
I'm a little unfamilar with the independent broker dealer (IBD) model and how that would differ from an employee-only 'full' broker dealer model.
If you become an indy and you sign up with an IBD as a contractor what technology/sw do they provide versus what are you to supply? CRM, Performance Reports/ Client Reporting, Client profiling &, investment product research, held away assets, portfolio management system, etc.
As you evaluatue different IBDs, how much importance do you place on these tech tools and software? Large factor, insignificant?