What’s inside

This report contains research, analysis and solutions to help independent advisers understand what is happening elsewhere in the industry and to equip them to drive business efficiencies by optimizing their technology.


Though technology is often treated as ‘just another utility’ in financial advisory operations, in reality it is an essential element of business. It is important to stay ahead on industry technology trends, in order to produce your own strategy to optimize your technology investments and operations and enhance your profitability.

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