It is much less disruptive to take the time and train everyone on existing software tools than it is to convert to an entirely new system that requires you to transfer data along the way.
New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.
Recent filings with the SEC indicate that the Kingswood/Wentworth deal is on track to close early this year, despite the difficult environment for SPACs.
