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Removing Data’s Frustration and FrictionRemoving Data’s Frustration and Friction

Dissatisfaction with technology is a major reason advisors look to leave firms, and Peter Hess knows why.

July 3, 2023

 


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Advisors want tech tools that do their job without frustration, friction or need for fixes. Peter Hess, chief revenue officer, North America at InvestCloud, says that’s usually not the case now because different systems solve different problems and don’t share the same data. He explains a solution.