Best Practices When Integrating Advisor Technologies

According to Investment News Research’s 2022 Consultant Technology Study, the typical RIA uses five different software vendors, with a third looking to add more. However, 57% of consultants say the lack of integration between their core applications is the biggest pain point for technology.

Advisors expect technology in their offices to keep pace with consumer technology, but that’s rare. Integration in the consulting space is a hodgepodge of different levels, from simple single sign-on to more complex embedded widgets, but there is no standard.

Don’t miss this webinar, we will provide:

  • An overview of trends in the advisory technology software space
  • A list of best practices on how to improve the success rate of integration across technology stacks.

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE Credits have been applied for and are awaiting approval.

Sponsored by

Craig Iskowitz
CEO & Founder
Ezra Group

Brandon Ross
Senior Project Marketing Manager
Bill Nets

Diana Britton – host
Wealth Management Network

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