Case Study #2

High producing advisors are telling us they have technology fatigue. For many of the top performing advisors they want to get back to doing what they do best – taking care of their clients, as well as adding new ones. With this technology fatigue, how can enterprise firms make technology stack management life easier for advisors and better align with their practice goals? How are your packaging services align with increasingly diverse practice needs and overlapping “stack” features?   What is the MVP sweet spot for advisors? What are the “must haves.” What are the “need to haves?” What are the “nice to haves?