Jul 11 in Real Tech Stacks
FinTech Priorities
While there are a few surveys out there already on what types of products RIA's and other investment managers plan to implement, what type of product is your firm most likely to evaluate or implement in the next 12 months? Feel free to add other options in the comments or expand on your answers!
CRM or CRM overlay
Financial Planning
Estate Planning
Portfolio Management and Reporting Platform (Advyzon, APX, Orion, etc)
Healthcare Planning
Client Meeting Tools - Either Advice Engagement or Transcription Tools
Portfolio Construction/Direct Indexing/Rebalancing
Prospecting and Lead Gen Tools
Forms or E-signature Tools
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6 comments
FinTech Priorities
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