InvestCloud and InvestmentNews Research
When it comes to technology in wealth management, change is the only constant. Today, there is an array of technology solutions readily available to support advisors. However, there remains a major gap in adoption and understanding of how to use what’s available to maximize value for their business and clients.
• Find out where the industry stands on adoption of the most in-demand solutions
• Learn ways to surmount the barriers firms face in maximizing their tech
• Examine the key areas of opportunities and disconnects between tech decision-makers at firms and users
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