Summary: The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services and the tools necessary for firms to conduct and grow their businesses must change as well.
 The strategy we chose to implement was to find a single technology partner to fulfill our technology and business process needs. It provided us the opportunity to forge a strong symbiotic partnership with our technology provider that was truly beneficial. A real partnership requires work on both sides."
Brian H. Vendig, president and managing executive, MJP Associates
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