6 tech tools that smaller advisory firms want most
Proposal generation software
Purchase from vendor: 51%
Build internally: 21%
Use a TAMP or custodian: 15%
Use an asset manager: 10%
Acquire via merger or acquisition: 3%
Purchase from vendor: 51%
Build internally: 21%
Use a TAMP or custodian: 15%
Use an asset manager: 10%
Acquire via merger or acquisition: 3%