Constructing a scalable tech stack for a rising RIA could be a problem. The breadth and depth of functions obtainable for monetary advisors has exploded over the previous few years. The alternatives could be overwhelming. This webinar will stroll you thru 5 frequent pitfalls that almost all RIAs run into when constructing their tech stack and supply recommendation on find out how to choose the precise software program in your agency that can have the ability to assist future progress and ship a superior advisor and shopper expertise.
Matters will embody:
- Shopping for the flawed software program
- Ignoring workflow automation
- Skipping annual tech stack evaluations
- Avoiding course of documentation
- Forgetting utility integrations
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
CEO and Founder
Senior Product Advertising Supervisor
David Lenok – Host
Senior Wealth Planning Editor