2023-01-25 17:37:45

How Wealth Management Firms Can Create the Ultimate Experience with Best-of-Breed Technology

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By Future Vault

This article was originallypublished by FutureVaultin collaboration with Mako Financial Technologies, PureFacts Financial Solutions, and AppCrown.

Technology sits at the intersection ofeveryarea in modern wealth management.

Technologys role in the industry shows no signs of slowing down either. Actually, the opposite is true; we know first-hand through our collective relationships (PureFacts,Mako,AppCrown,FutureVault) that institutions and firms are embracing and investing in technology more aggressively, all with the common goals of creating a competitive advantage and delivering more value across the enterprise, to advisors, and to their clients.

Arguably, one of the most significant changes weve seen over the last year comes down toexecutive buy-in.

Executives, from firms of all sizes, might we add, are seeing the writing on the wall; and its hard not to, it's everywhere. In order for their institution and/or firm to scale, create efficiencies, and attract and retain ideal clients (and theirnext generation), partnering with technology solution providers is a critical strategy.

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