The gap between the tech-savvy and the tech-stagnant is widening, according to a recent Fidelity study that found only 40% of advisors use technology to the fullest. Fidelity believes that firms that successfully merge human and machine will unlock growth and outpace their peers to better position themselves for the future. Read more to discover if your firm is ready.
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Fidelity Clearing and Custody Solutions℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks and insurance companies.
The Black Diamond wealth platform provides advisors a purposeful suite of tools – from portfolio management to reporting to client communications and more – to manage their client’s complete wealth picture. Black Diamond is one of SS&C Advent’s leading investment and financial technology solutions providing innovative capabilities to advisors and wealth managers.
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April, 12, 2017 - 02:00 PM EDT
Available on demand! Energize your firm’s productivity with technology by joining the experts at Envestnet as they share how to increase profitability and gain a competitive edge with evaluation tips for selecting the best technology tools to integrate with your existing platforms.
Jim DeAngelis09/25/2017 10:55AM
New story on Navigating Digital Advice: A Four-Step Roadmap >> https://t.co/SNfidZFLCp via #THINKADVISORTECH
Ron Pechtimaldjian09/22/2017 03:59PM
RT @ThinkAdvisor: The Advisor as Tech Guru, Educator, Full-Service Consultant https://t.co/kJ6bqhZ6ow #thinkadvisortech https://t.co/t0PcXi…