Louisville, Ky.-based ARGI Financial Group’s business is running smoothly now. The firm has two other offices in Bowling Green, Ky., and Cincinnati. It serves about 800 families, with an average net worth of about $1 million. The firm pulls in around $6 million in annual revenue, and is aiming for $20 million by the end of 2015.

But it wasn’t easy to get to this level — the firm had to overcome some operational hurdles before business really took off. The firm started off in 2003 with a well-regarded custodian. However, ARGI’s Senior Partner and owner Joe Reeves felt the firm’s CRM, investment management, reporting and other financial planning systems, were not well integrated. ARGI was using four or five compartmentalized systems to run the practice, Reeves said. Routine tasks like changing a client’s home address, for instance, became repetitive wastes of valuable time.

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