By now many financial industry leaders have come to learn better data integration is an industry-wide priority, right along with compliance. The clamoring for technology is just growing louder, supported by reports that show technology integration can have an immensely positive effect on advisor profitability.

The basic goal is pretty comprehensive. An advisor wants to log on and see a client's assimilated information without having to manual grab and assemble data from several systems. That information should be customizable, depending on the advisor's workflow and client needs, and updated in real-time to help the advisor conduct business faster. ... Read full story on Wall Street & Technology


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