Liability (Debt) Data Needed?
Is debt management becoming a focus? Given the all-time highs in consumer debt and with student loan repayments looming, would it benefit RIAs/Independents to have access to - and the ability to pay - all of their client’s liabilities in one dashboard? Or are you already using a technology that provides that?
Asking as tech /solutions provider and attempting to verify use case. Thx!