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Jul 29, 2019

This short report looks at how technology can be applied during the prospecting stage of the wealth management lifecycle, including meeting expectations across client segments, options for firm and advisor differentiation, and software options to drive new leads into the pipeline.

Profiles of solutions that connect clients with like-minded advisors include SmartAdvisor, StackUp, FeeOnlyNetwork.com, and Paladin Advisors.

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