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Point Solutions or Integrated Platform? The Best Choice for Wealth Management Firms
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"Point Solutions or Integrated Platform? The Best Choice for Wealth Management Firms"
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As you look to upgrade systems and leverage new technology, you must ensure the digital approach you’re taking is the right one.

The future of the industry is paperless. It isn’t a matter of whether broker-dealers and RIAs digitize, but when. However, each firm has individual needs and must implement their own unique solution. Either way, decision-makers must weigh the pros on cons of going with an integrated platform, or constructing a software ecosystem made up of individual point solutions. Making the right choice is not easy, but it is essential for short- and long-term growth.

Download this white paper now to get insights into the benefits and problems for each option. By examining both sides of the coin, you will know which way you should flip. This includes understanding:

  • The difference in costs for each solution
  • How the presence (or absence) of external support plays a role
  • Myths and misconceptions about quality and integration
  • How compliance is addressed
  • How to determine the right choice for your firm

Get informed now so you can streamline your digitization and ensure you’re set up for long-term growth.


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