2.7 C
New York
Thursday, March 16, 2023

5 Widespread Traps to Keep away from When Constructing an RIA Tech Stack

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:

  1. Shopping for the flawed software program
  2. Ignoring workflow automation
  3. Skipping annual tech stack evaluations
  4. Avoiding course of documentation
  5. Forgetting utility integrations

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by





Craig Iskowitz

CEO and Founder

Ezra Group


Brandon Roth

Senior Product Advertising Supervisor



David Lenok – Host

Senior Wealth Planning Editor




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