The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve trade-offs in terms of features and functionality in exchange for efficiencies and a unified experience.
But can advisors obtain the best of both worlds? Listen to our panel of technology experts on the latest developments in integrated technology and optimal ways to streamline your front and back office.
- Donna Bristow, chief product officer—wealth, Broadridge
- Jen Valdez, president of the Americas, intelliflo
Listen to the Wealthies Circle Podcast