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7 Features To Look For in a Portfolio Management & Reporting Solution

7 Features To Look For in a Portfolio Management & Reporting Solution

by Rasheed Hammouda | Mar 25, 2019 | Technology for Advisors

As the portfolio management and reporting landscape changes, more affordable back-office software options are available to RIA firms with less than $100 million in AUM. However, now firms are faced with the challenge of choosing from many well-priced solutions. The...
How to Leverage Robotech to be a Better Advisor

How to Leverage Robotech to be a Better Advisor

by Rasheed Hammouda | Mar 25, 2019 | Technology for Advisors

Robo-advisors, who provide satisfactory services at a much lower cost than their human counterparts, are more prevalent than ever. In fact, registered investment advisors currently manage around $5 trillion in assets, while robo-advisors now hold about $14 billion of...
Top Conferences to Consider For Emerging RIA Firms in 2019

Top Conferences to Consider For Emerging RIA Firms in 2019

by Rasheed Hammouda | Mar 25, 2019 | Starting an RIA

Conferences offer a number of benefits; they empower professionals to network with like-minded individuals, discover helpful tools, and learn new skills. However, most financial advisors skip conferences, the average advisor only attending a conference once every two...
3 Tips for Adopting New Technology Into Your Advisor Practice FAST

3 Tips for Adopting New Technology Into Your Advisor Practice FAST

by Rasheed Hammouda | Mar 25, 2019 | Technology for Advisors

In today’s world of fast-paced innovation, it’s crucial to stay up to date on new technology. Savvy advisor firms use technology to streamline business operations, increase efficiency, and improve customer satisfaction. In fact, a CCH survey of accounting firms...
The Quickest Ways to Earn ROI from your Back-Office Technology

The Quickest Ways to Earn ROI from your Back-Office Technology

by Rasheed Hammouda | Mar 19, 2019 | Technology for Advisors

Only 13% of financial advisors feel in complete control of their time. Back-office tasks are one of the main culprits of this problem, consuming financial advisors’ workdays and drawing away their energy from growing client relationships or building new ones. But...

Recent Posts

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  • Learn How to Double Client Satisfaction with Consistent, Clear, and Complete Client Reviews
  • Bridge Welcomes New VP of Operations and Client Success

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