6 tech tools that smaller advisory firms want most
Financial planning tools
Purchase from vendor: 58%
Build internally: 21%
Use a TAMP or custodian: 9%
Use an asset manager: 12%
Acquire via merger or acquisition: 1%
Purchase from vendor: 58%
Build internally: 21%
Use a TAMP or custodian: 9%
Use an asset manager: 12%
Acquire via merger or acquisition: 1%