For years, independent RIAs have struggled with various technology-related issues, but none has been more daunting than integration. How do advisors get their software applications to talk to one another? And how do advisors get their applications to communicate with those of their custodian partners?

This issue is a pressing one for both advisors and their custodians. Without integration, it is often necessary to key in the same data multiple times. Not only is this costly in terms of man hours, but can also lead to errors, which further increase costs.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access