Summary: Technology is becoming a key component to any successful RIA firm. Using technology can streamline your operations work, enhance your client experience, and ultimately help you sign more prospects. But there are +100 advisor-focused technology solutions on the market! Considering which technology to invest in can be a daunting task.
 When addressing scalability, you should ask yourself: can this product grow with my business as I take on additional clients? Ideally, you want a tech solution that works well for you now, but that will also serve an important role once you’ve grown your firm’s client base."Carolyn Rose Kick, marketing executive, Bridge Financial Technology |
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