Advisors with at least some technology integration can perform a whole lot better than RIAs with none, according to a report from Aite Group, the Boston-based research and consulting company.
Firms with improved technology integration can potentially double client assets, increase revenue by an average of $100,000 and spend a third less time on operations processes, according to the report, RIA Productivity and Profitability: Integration Pays, which was sponsored by Envestnet/Tamarac, the Seattle-based technology service provider and outsourcing firm.
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