Sponsored by Fiserv
The technology revolution has changed our lives. These days, you can get a ride, order dinner or even set your home’s thermostat from your smartphone. The rapid pace of technology advancement has worked its way into the fabric of our daily lives, and—in most cases—helped us become more efficient.
For advisors, the story is no different. Technology has fundamentally changed the way they operate, from the ways they manage their practice to how they work with clients. Advisors understand how important technology is to the long-term success of their practice: Nearly 90% agree that the right technology can help their firm grow, according to a recent survey by WealthManagement.com.
In this white paper, you will learn:
- What technology tools are most important to advisors
- How advisors are managing the sprawl of technologies
- Practical tips to review and improve your technology stack
Register below to receive this white paper.