Wednesday, September 21, 2022
HomeWealth ManagementFinest Practices When Integrating Advisor Expertise

Finest Practices When Integrating Advisor Expertise


The standard RIA makes use of 5 totally different software program distributors, and a 3rd of corporations want to add extra, based on Funding Information Analysis’s 2022 Adviser Expertise Examine. Nevertheless, 57% of advisers say the shortage of integration between their core purposes is the largest ache level with expertise.

Advisers count on the expertise of their workplace to maintain up with shopper expertise, however that is not often the case. Integrations within the advisory house are a hodgepodge of various ranges, from easy single sign-ons to extra refined embedded widgets, however there aren’t any requirements.

Don’t miss this webinar the place we’ll present:  

  • An outline of traits within the advisortech software program house
  • A listing of greatest practices on how you can improve the success charge of integrations throughout your tech stack.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by

 

 

Craig Iskowitz

CEO and Founder

Ezra Group

 

Brandon Roth

Senior Venture Advertising Supervisor

Invoice.com

 

Diana Britton – Host

Managing Editor

WealthManagement.com

 

 

 

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