Why Software + Service Is Still #1

In today’s digital environment, it is not enough to sell only a product. It doesn’t matter if the product is financial advice or technology; there is always something more that customers want. What is it they want? They want customer service at the beginning of the sale and throughout their customer journey with you, even…

More Time, More Money Through Technology

FinTech continues to advance, creating more efficiencies for automated business processes. Gone are the days of manually crunching numbers since emerging software can now do everything from portfolio management, reporting, trading, rebalancing, etc. Technology not only helps advisors to compete in the advice business but manage their businesses more efficiently. Not only do advisors benefit…