6 tech tools that smaller advisory firms want most
Fee billing
Purchase from vendor: 49%
Build internally: 21%
Use a TAMP or custodian: 19%
Use an asset manager: 12%
Acquire via merger or acquisition: 0%
Purchase from vendor: 49%
Build internally: 21%
Use a TAMP or custodian: 19%
Use an asset manager: 12%
Acquire via merger or acquisition: 0%