The trouble with tech integration for advisers, vendors
Onboarding a new technology platform or software system is often not what it seems.
The promise of a seamless technology integration in which advisers get up to speed quickly and use all of the software programs and data available to them with ease isn't a reality at most advisory firms. Not yet, at least.
Although in more recent times one of the more attractive features of some so
Learn more about reprints and licensing for this article.
