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White Paper
Differentiating Trading Solutions for RIAs
With an increasing number of technology options promising to improve the way firms do business, Registered Investment Advisors (RIAs) face hard choices about how to differentiate top-tier technology solutions that will meet their needs. What features are critical in today’s financial marketplace? How can software enable advisors to spend less time in the back office and more time with clients?
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Leveraging Technology to Improve Client Engagement
Strong client engagement is at the heart of a healthy RIA business. Sustaining and improving this engagement is critical to a firm’s vitality and its bottom line, but building and nurturing solid client relationships is no small task. It requires communication, trust and the ability to provide added value to clients’ financial lives. Traditionally, client relationship building and interactions have involved in-person meetings, phone calls and mailed reports. Today, the wealth management industry is transforming.
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