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Best Practices When Integrating Advisor Technology

Thursday, October 13, 2022 | 2:00 PM ET

The typical RIA uses five different software vendors, and a third of firms are looking to add more, according to Investment News Research’s 2022 Adviser Technology Study. However, 57% of advisers say the lack of integration between their core applications is the biggest pain point with technology.

Advisers expect the technology in their office to keep up with consumer technology, but that's rarely the case. Integrations in the advisory space are a hodgepodge of different levels, from simple single sign-ons to more sophisticated embedded widgets, but there are no standards.

Don’t miss this webinar where we’ll provide:  

  • An overview of trends in the advisortech software space
  • A list of best practices on how to increase the success rate of integrations across your tech stack.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

 

 

Craig Iskowitz
CEO and Founder
Ezra Group

 

Brandon Roth
Senior Project Marketing Manager
Bill.com

 

Diana Britton - Host
Managing Editor
WealthManagement.com