There are few responsibilities that are more important in ensuring the success of a independent planning practice than making the technology choices that will power the firm. Spend too little, and you may find too much time consumed by creating financial plans or rebalancing client accounts. Spend too much, and you could find yourself resistant to upgrade to the next technology cycle. Make a poor choice, and you or your staff might come to hate your processes and procedures.
That's what makes our latest Tech Survey so useful - as either a buyer's guide or a detailed comparative tool to gauge what products and trends are hot, what's not, and where your firm stands versus your peers.
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