Industry Resources
Guides
- Document Management Overview for Financial Services
Discover the benefits of document management for financial advisors.
White Papers
- ROI for RIAs
Use technology to improve profitability—from day one. - CRM as Total Firm Technology: Realized Benefits and ROI for Financial Advisors
In the advisory industry, leading firms are looking to and leveraging technology to streamline their operations and make themselves more “ruthlessly efficient.”
Case Studies
Welcome!
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.
Getting Started
Technology is a key factor as you build your RIA business. Due to advancement in technology, and thanks to innovations by leading software companies, creating your technology platform is simpler than ever.
When you combine document management software with powerful CRM, portfolio accounting, performance reporting and investment planning tools, you’ll have all the technology you need to build a successful business.
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