Author: Thornburg
For advisors seeking the benefits of independent practice, a smooth and efficient transition is key to ensuring their client base stays intact. And nothing is more critical to client retention during that stage than the tech stack.
But as the advisor fintech space has become so expansive many advisors transitioning from wirehouses don’t have the technological expertise to evaluate and determine what tech stack is best for their business and meets their unique needs.
This eBook provides insight into 3 key considerations advisors should weigh when building their tech stack, to assist advisors through the journey to independence.