Summary: Technology-related expenses are one of the largest controllable operational expenses for every RIA, second only to staffing, so there are bottom line benefits to consolidating and getting the integration right.
 Rapidly growing firms that can integrate even some portions of their technology early on to a centralized platform will see huge cost savings right away and can worry about merging disparate systems over time, when all sides are ready.”Wes Stillman, CEO, RightSize Solutions |
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