We strongly believe that the best RIA technology systems generally utilize the customer relationship management (CRM) system as the hub of the firms technology and operations. In addition, the other investment adviser categories we have currently identified are:
- Financial planning.
- Marketing/lead generation.
- Portfolio risk.
- Portfolio management/reporting (PMR).
- Archiving.
- Document management/storage.
- Data/outside account aggregation.
Is your RIA firm up to date on all the current technology offerings? Download our 2019 RIA Technology Landscape Infographic now!
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