Technology Integration Turbocharges Advisor Productivity: Making Time for Clients
Technology Integration Turbocharges Advisor Productivity: Making Time for Clients, commissioned by Envestnet and produced by Aite Group, analyzes the impact that advanced technology integration can have on a financial advisor’s practice.
RIA Technology Solutions - Defining a Successful Implementation
Many registered investment advisors (RIAs) find themselves in a predicament when they decide to upgrade their technology solutions. While the added benefits associated with integrated practice management technology are clear, that of helping RIAs to operate more efficiently, the crowded playing field of technology vendors creates uncertainty regarding how to choose the best product or ensure a smooth transition and rollout. This paper provides a detailed example and tips for RIAs to nail down a successful technology implementation.
RIA Productivity and Profitability: Integration Pays
This white paper examines the impact that technology integration can have on an independent RIAs' practice in terms of economic benefits and efficiency. This study also presents a set of case studies of Tamarac clients.