Summary: 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.
 Take the summer slowdown to confirm with all of your vendors that you have the latest version of the platform. Advisor tech firms have been aggressive in updating systems and software, sometimes to the point where there can be a new release monthly or even weekly.Tim Welsh, Nexus Strategy |
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