Case Study - Increase in Marketplace of Fintechs and Offerings How Are Wealth Firms Keeping Up
Date & Time
Thursday, October 12, 2023, 1:35 PM - 2:10 PM

Over the past five years, a proliferation of fintech has occurred. PE firms see unlimited potential for the marketplace. A challenge is most fintechs are looking at being paid the proverbial $25 to $50 per seat license for practice management tools. We are seeing a number of fintecs with a marketing focus. What is decision-making process for adding / declining new advisor technologies into the firms platform and who is at the table? How does your firm weave them into your technology stack and existing processes? What do you wish possible fintech partners knew about the buying process and implementation of their tools?