It’s no secret that technology can help wealth management businesses discover operational efficiency. But, finding the right technology and custodial services to power your RIA isn’t easy. There are still challenges when it comes to software integrations, aligning systems and data properly, all while still trying to offer a superior client experience. Oleg Tishkevich, CEO of Invent, makes the case for a true RIA-centric model when it comes to building a tech stack.
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