Скачать или смотреть Why Financial Advisors Need To Integrate A Core Technology Stack | Matt Reiner

What is your core technology stack?

A technology stack is an infrastructure that runs a specific application. Examples of these are:
CRMs
Portfolio Management Systems
Financial Planning Systems
Calendar Systems
Custodians

What steps is your financial advisory or wealth management firm taking to ensure you have a strong tech stack to support your processes and business practices.
==========================================================
Get tips and tools on how to grow a successful, technology-focused Financial Planning firm.

DOWNLOAD YOUR FREE COPY OF THE FUTURE ADVISOR: https://bit.ly/33fa9Rg

Want more news on how Matt bridges the gap between finance & technology, find more on the blog. http://www.mattreiner.com/

You can follow Matt on:
Twitter: https://bit.ly/3igIq73
LinkedIn: https://bit.ly/36flK4M

Matt Reiner's New Book - Ready to be Rich
https://amzn.to/2sxN0GK

Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.