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Additional insights on
Advisor Services
Nov 18, 2024
Wealth Management Platform Buyer's Checklist
Sponsored
Report
This easy, one-page checklist serves as a roadmap for organizations embarking on the journey of selecting new wealth management software.
Sep 21, 2021
End-to-End Advisor Platforms: Enabling the Bionic Advisor
Report
End-to-end advisor platforms offer a promising way for wealth management firms to arm their advisors with an all-inone digital toolbox. But not all end-to-end platforms are created equal. This report profiles eight leading providers of all-in-one technology platforms for wealth advisors, examines which features and functionalities are need-to-haves and which are nice-to-haves, and discusses which solutions are particularly useful for different types of wealth management firms. The research also examines the current state of the industry, discusses future trends for digital advisor desktop technology, and offers a set of concrete strategy recommendations for firms weighing an end-to-end advisor solution.
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