Integration continues to be a hot topic within the financial services industry. With custodians, broker-dealers and vendors all focusing on integration you may have thought the struggles had concluded. No such luck.
Although the industry has had its share of successes - TD Ameritrade's VEO Open Access is one that comes to mind - much work remains to be done. In the most recent Financial Planning Tech Survey, only 10% of advisor respondents were "very satisfied" with the overall level of integration among their various software applications. Among independent RIAs, the picture is even bleaker, with only 7% "very satisfied" with the overall level of integration.
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