“Technology is an integral part of our lives and a necessary cost for any financial advisory practice. It streamlines your processes and improves communication with your clients. However, it often comes with a hefty price tag. Between portfolio performance management and reporting, a customizable client portal, a CRM system, streamlined billing features, IT, a financial planning software subscription, etc., costs add up quickly.”
In our latest article for Advisor Perspectives, we take a closer look at the functionalities and costs of various technologies for financial planners.