Optimizing Advisor Productivity Through Technology

Technology is the catalyst transforming advisor-client interactions away from accounts and products to a holistic relationship focused on managing progress against a client's personal financial goals. This white paper from Cerulli Associates explores the implications of this trend for wealth management firms.

Subtract, Add, Multiply – The Formula to Efficiency

A perfect storm is brewing in the wealth management industry as investor preference is driving up demand for comprehensive financial advice as the number of advisors is falling.
 
Technology can address this head-on by:
  • Freeing advisors to spend more time on core client-facing activities
  • Enabling advisory practices to use financial planning technology to differentiate themselves
  • Allowing firms to customize holistic advice at scale
  • Providing a wealth management platform that can become part of a firm's culture
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