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Stop Swiveling & Finally Scale Wealth Management

Are You a Swivel Chair Advisor? Find Out or Stop the Swivel.

Have you become a “swivel chair advisor” – one who is constantly switching between multiple systems, re-entering data, and copying and pasting information in order to complete a task or workflow.

You’re not alone. In fact, 57% of advisors who say that the lack of integration between their core applications is still their biggest pain point with technology…1

With all of the recent enhancements in technology, however, surely there has to be a better way?

In this whitepaper, you’ll learn about changes to technology development driving this movement and see how top advisors are leveraging unified systems to:

  • Streamline operations
  • Eliminate integration friction
  • Focus on client relationships
  • Scale wealth management

Ready to learn more?

Complete the registration form to the right in order to download the complete report.
 

[1] https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration

1336-OAT-7/28/2022