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The Buy, Build or Integrate Debate: Continuing to Reimagine Financial Advice

The Buy, Build or Integrate Debate: Continuing to Reimagine Financial Advice

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?

You can download the PDF below.

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