Summary: We’re hearing from advisors that integration is oversold and undelivered so often, they now think it’s simply lip service. They’ve been promised over and over again that a software solution will integrate with their custodian. But if the custodian hasn’t fully committed to developing seamless functionality or bi-directional data, the solution doesn’t work. If the advisor has to make the connections, the effort is doomed to fail.
 Looking back, I sometimes wonder if integration was a wild goose chase. Maybe advisors would have found products that better matched their needs if they had focused on something other than chasing a mirage. I think advisors are wondering the same thing.”Megan Carpenter, CEO & Co-Founder, FiComm Partners |
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