In this quick read, we highlight a few key building blocks of a growing advisory firm that can be improved through systems implementation and integration:
- Customer relationship management (“CRM”).
- Investment reporting and portfolio management.
- Financial planning.
- Document management.
- Trading and rebalancing.
- Billing.
We also share the latest results from our annual RIA systems and operations survey which includes a detailed break-down on which systems emerging and established RIA firms are utilizing when it comes to customer relationship management (“CRM”), client reporting, and financial planning.