To grow assets under management, improve decision-making, and deliver more personalized client experiences, financial advisors are embracing innovative analytics platforms that consolidate data from a wide range of sources.
Download this whitepaper to learn how financial advisors, firm managers, and home office-decision makers are gaining meaningful insights into their businesses by consolidating ever-increasing volumes of data.
DOWNLOAD OUR EBOOK!
By using advanced data integrations, financial advisors are increasing revenue, improving client retention, and more accurately assessing the value of their business.
1 Wealthmanagement.com. 'Tech Integration Increases Advisor Productivity.' Available at: http://www.wealthmanagement. com/technology/tech-integration-increases-advisor-productivity. Accessed July 2017. 2 Forbes, 'The keys to client retention.' Available at: https://www.forbes.com/sites/advisor/2014/01/16/the-keys-to-clientretention/#9f3d7916a1c1. Accessed April 2016. 3 Wall Street Journal. 'Succession-Planning Tips for Financial Advisers.' Available at: https://www.wsj.com/articles/successionplanning-tips-for-financial-advisers-1457699402. Accessed April 2017.