Does your firm have a client and advisor-centric technology platform?

Earlier this year, Investment News featured a three-part series sponsored by Salesforce and Accenture focused on the ever-changing wealth management industry. Part three of the series was entitled, “Building a Client-centric and Advisor-centric Platform”. The article addresses client-centric first, and outlines what many RIA firms have already recognized; Understanding their clients’ financial goals Offering timely,…

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