Technology:
The Foundation of Your Success
- Increase staff productivity
- Gain a competitive edge
- Become more efficient
- Save time and money
- Simplify audit preparation
Timothy Welsh, CFP“As many RIA firms are looking to enhance business value, they are finding that increased profitability and an efficient infrastructure are directly correlated to business valuation drivers. Through a focused effort in leveraging technology, the next generation of RIAs are realizing increased business valuations from the inherent operational benefits of these innovative solutions.”
President and Founder,
Nexus Strategy, LLC
read more
About Us
The Independent Advisor Technology Forum is designed for financial advisors affiliated with a broker dealer and/or wirehouse who are interested in becoming independent.
Your first act of independence is creating your own registered investment advisory (RIA) firm and selecting the technology necessary to build your firm. To simplify that process, the Independent Advisor Technology Forum provides solutions, best practices and other important information to help you on your journey to independence.
Technology Checklist
Technology is a key factor as you build your business.
Thanks to innovations by leading software companies, creating your firm’s technology platform is simpler than ever.
- Document Management
- Customer Relationship Management
- Performance Reporting
- Investment Policy Statements
read more