3 ways to improve adviser technology
David Lyon | InvestmentNews, April 2019
Read the article online >Summary: While technology helps with practice efficiency and profitability, advisers acknowledge that clients are the prime beneficiaries of technology improvements. In Oranj's 2018 research report, Digital DNA 2.0, advisers say improved client-facing services and interactions, as well as more efficient and impactful reporting, are the top benefits they seek when evaluating technology.
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