In a follow up to our Reimagining Financial Advice whitepaper, this paper continues our focus on the role of technology in the delivery of financial advice.
We take a closer look at the choices faced by financial planning firms when considering their suite of solutions.
- What challenges will be encountered if attempting to integrate a range of best-of-breed solutions?
- Can we build our own practice management system using our strategic CRM?
- Is it easiest to contract with an all-encompassing back office solution?
