Charles Paikerts article How Integration Pays off for RIAs effectively captures the bottom line results technology can drive for RIA firms with improved efficiency.
The movement to integrate previously disconnected applications used on the advisor desktop grabs the low hanging fruit opportunity for efficiency eliminating repeated manual entry of data. However, we are scratching the surface of opportunity available to advisors to leverage technology to drive efficiency. For example, many of the time consuming processes advisors leverage every day to run their practice can be automated with technology, or can be far more time efficient with the use of different technology.
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