Home Wealth Management 5 Widespread Traps to Keep away from When Constructing an RIA Tech Stack

5 Widespread Traps to Keep away from When Constructing an RIA Tech Stack

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5 Widespread Traps to Keep away from When Constructing an RIA Tech Stack

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Constructing a scalable tech stack for a rising RIA is usually a problem. The breadth and depth of purposes obtainable for monetary advisors has exploded over the previous few years. The alternatives could be overwhelming. This webinar will stroll you thru 5 widespread pitfalls that the majority RIAs run into when constructing their tech stack and supply recommendation on tips on how to choose the precise software program in your agency that can be capable of help future development and ship a superior advisor and shopper expertise.

Matters will embrace:

  1. Shopping for the flawed software program
  2. Ignoring workflow automation
  3. Skipping annual tech stack opinions
  4. Avoiding course of documentation
  5. Forgetting software integrations

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 Product Advertising and marketing Supervisor

Invoice.com

 

David Lenok – Host

Senior Wealth Planning Editor

WealthManagement.com

 

 

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