Advisor360, a Weston, Massachusetts-based wealth management software firm, has launched an upgrade that detects, enriches and batches new-account documents submitted by financial advisers.
Called Automated Document Bundling, the upgrade allows broker-dealers to complete new-account case volumes faster by reducing the number of cases and enriching information across multiple documents, decreasing processing times and room for human error, the company said in a release.
From sidelines to center court, a new playbook is here, and there are likely to be even more creative and complex deals to come.
"Recession is not a base case scenario over the quarters ahead."
Decision comes at a time when financial advice industry is facing pressure to offer clients more services at a better price.
Advisors looking to sell their registered investment advisor should expect a long journey of preparation – starting from the very day the business is formed.
Industry has slowly evolved into less tangible aspects, says advisor after FPA report.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
