May 23, 2020 – Cutter Associates is proud of our long-standing relationship with The Wealth Mosaic and were honored to be asked to contribute an article for The 2022 US RIA WealthTech Landscape Report.

Our recent research shows that end-to-end advising platforms offer a single, clear solution to many of the challenges facing wealth advisors. These front-to-middle office platforms include functionality that targets both the client and the advisor experience simultaneously and often offers a shared user experience.

"End-to-end platforms provide clear opportunities for small and mid-sized firms to stay competitive both in terms of meeting client demands and retaining advising talent", says Onawa Promise Lacewell, Senior Research Analyst and Wealth Lead, Cutter Associates.

Despite the drawbacks, end-to-end platforms can help small firms stay competitive. Read the full article here.

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.