Advisors are frustrated by a lack of technology integration, but most continue to use a large number of vendors and systems, according to a survey by SEI.
When asked what aspect of technology they find the most challenging, advisors surveyed said that integrating various systems and software remained a top concern. While 61% conceded that their technology would be easier to manage if they streamlined services, only 7% said their technology tools and software are fully integrated.
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