Building a Next-Generation Technology TAMP in Chicago
After its recent acquisition of Salentica, the Canadian-based CRM overlay for Microsoft Dynamics CRM that many large RIAs use to power their back offices, SS&C has invested aggressively to pivot the system to the Salesforce platform.
Driving Technology Innovation From a Utah Ski House
The Orion FUSE conference is hitting its stride as a driver of technology innovation.
Opening New Accounts Is About to Get a Lot Easier
According to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms’ ability to more quickly and seamlessly onboard new clients.
It’s Time for a Summer Technology Refresh
As the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.
TD Ameritrade Furthers Technology Integration Mission
According to CEB Tower Group, the No. 1 technology investment being made by wealth management firms these days is in client onboarding and new account opening.
Pershing’s New Advisor Tech Experience
AI, chatbots and facial recognition are all on deck in Pershing’s revamped NetX360 workstation.
When it Comes to Advisor Tech, Size Does Not Matter
No matter how big, small or in the middle your firm is, technology is mission-critical to succeed. Three advisory firm leaders share how they've used technology to grow their practice.
When Advisors Become Technology Developers
“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” says SS&C Advent's Dave Welling.
Staying Out of the Technology Penalty Box
“Advisors used to be able to avoid the penalties associated with being late adopters of technology; however, that is no longer the case,” Joel Bruckenstein said recently.
Wealth Managers Using Tech to Catch Massive Asset Wave
There is an incremental increase of approximately $30 trillion in assets about to come online – a massive growth curve heading wealth managers’ way.