Best Custodians for helping with Advisor Tech?
Jun 10, 2022 3:25 pm
Hi there! 1st post. I’m curious if anyone has any insights into what different custodians offer as far as consulting on Advisor Tech. There are so many tools to choose from and I’m trying to see if any larger custodians offer as part their services tech consulting, support to get tools setup, etc. Thanks!
Source URL:https://www.wealthmanagement.com/forums/technology/best-custodians-for-helping-with-advisor-tech