We offer a look at why advisors need to look at adding online new account opening tools and what options may be the best fit for your firm.
A portfolio accounting system can be much more than just a reporting and data reconciliation system for advisors. For many advisors, the portfolio accounting platform they choose might be where they spend the most time, or second most time, outside of their CRM.
The robo-advisor is the word of the year in our industry, and online-only solutions are grabbing headlines in major consumer publications. It’s natural that advisors should begin to question if their digital offering is as attractive as what’s being offered by the new kids on the block.