What are the top tech tools for Advisors?
It seems that the recent proliferation of tools might leave some financial advisors baffled. There are too many choices in the marketplace. Here is an article with a systematic approach that might help financial advisors to figure out the appropriate tools that will serve their personal and business needs.
Link to the article: https://taviqinvesting.com/top-technology-tools-financial-advisors/
Hey, thanks for the link. Though it is not required now but it might help me out later.