Case Study #2 – Technology is a cornerstone to running a wealth management business, yet …

Our reliance on tech keeps growing at a breakneck pace for home offices and advisors alike. A need exists and a new technology usually pops up. So, how does a wealth firm effectively harness the power of technology while not being overwhelmed by the pure number of solutions available. Furthermore, the abundance of technology demands the need to weave together process, data movement, and governance. So, how does a firm best manage, coordinate, and thrive in our golden age of fintech?