Technology offered by the IBD versus technology self-provided?

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Mar 22, 2012 4:30 pm

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?