| Unified (All-In-One) Systems
Integrated Advisor Portal
Today’s advisors rely on various solutions to run their businesses – portfolio management, proposal generation, new account opening, trading, financial planning, and more. Achieving fully integrated technology has always been a dream of advisors, regardless of which channel they operate.
The ever-present goal of Independent Broker-Dealers, RIAs, banks, and other financial services enterprises has been to create better experiences for their advisors, subsequently enhancing advisor-client relationships and fueling growth.
Larger enterprises have tackled the integration inefficiencies on their own by resolving to build proprietary platforms. Those with enough capital have made hefty investments to improve their advisors’ experience by acquiring leading fintech solutions. However, smaller to mid-sized financial services enterprises continue to struggle.