6 tech tools that smaller advisory firms want most
Tax optimization tools
Purchase from vendor: 56%
Build internally: 16%
Use a TAMP or custodian: 19%
Use an asset manager: 9%
Acquire via merger or acquisition: 0%
Purchase from vendor: 56%
Build internally: 16%
Use a TAMP or custodian: 19%
Use an asset manager: 9%
Acquire via merger or acquisition: 0%