By Collin Falls via Iris.xyz
As a member of the investment advisor community, you are most likely enjoying some great success at the moment. Equity markets are up, business is booming, and your biggest challenge at the moment is how to streamline and scale your practice to support new growth.
Obviously, technology is the key, especially when it can also improve and enhance the user experience of your clients, as well as free up your time to focus on delivering client value.
You have attended a few conferences, and you left excited—even thrilled—about some of the new technologies you learned about: CRM, portfolio management, outsourced trading and back office solutions, and more. You were truly excited and ready for the next step.
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