What are the Benefits of Integrated Technology Solutions
Technology is arguably the most important factor in the wealth management sector today. Think about it. The number of spreadsheets, reports, and research you complete, all done on a computer with the help of technology. With technology comes the need to integrate, ensuring they all play together nicely. For example, the firm that creates your data storage may not build reporting software. But those two may need to talk with you document signing software, which isn’t made by those two firms either. Having wealth management technology solutions for RIA are more important now than ever before. Not only from a necessity standpoint but from a benefits standpoint as well. Cross-Platform Integration Like in the example above, you may be running a handful of different software products that are not from the same firm. This can potentially make it difficult when it comes time to pull data or produce a piece of research. Using integrated wealth management software sol