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Your Breakaway Playbook: Navigating Today's Challenges on the Road to Independence
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"Your Breakaway Playbook: Navigating Today's Challenges on the Road to Independence"
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As a breakaway advisor, choosing a tech partner is a critical part of your new firm’s success. Here’s what to look for.

If you’re considering breaking away from your current firm, you have a lot to think about. And high on that list should be evaluating potential technology partners. From billing to reporting to data recon, trading, and compliance, it’s critical for your essential business processes to run smoothly, especially while you’re busy building your new brand. But with so many technology options available, how do you choose?

Start right here, with this Breakaway Playbook. In it, you’ll learn how to determine which technology is built to support your growing business by asking questions like:

  • Is their data reconciliation process held to the highest standards?
  • Does their trading platform enable me to tax-loss harvest efficiently?
  • Can I run my billing any way I want to?
  • And more...

Before you start a search for your new tech partner, download this Breakaway Playbook to help guide your decision!

 

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1169-OAT-04/06/2021


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