Building the Right Technology Foundation In today’s unpredictable environment, the adoption of new technology has moved from a luxury to a necessity. Legacy systems can hamper firms forced to grow their books of business virtually due to Covid-19. Unfortunately, finding the right technology platform to fuel your growth isn’t easy. Join us for a March 3rd webinar to hear industry experts discuss the recent innovations in performance reporting, analytics, and wealth management solutions. Learn more. Get answers to key questions: What are the market trends affecting technology development? How should firms evaluate their technology needs? What makes a tech solution right for you? When should you consider an open, partner-driven approach versus an all-in-one solution? CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. |