11.28.23

Wealth Management Software Must Play Nicely With Other Tech Tools: Survey

by: Sabiq Shahidullah

Advisors think financial planning software providers can do more to build platforms that integrate smoothly with other wealth management technologies, according to a report by Cerulli Associates. Cerulli surveyed 275 financial advisors about their opinions on wealth management technology and software vendors. Respondents said they are least satisfied with the lack of integration between financial planning software and tools such as clients’ portfolio data, tax data, document repository and client portal.

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