Whether you are switching to new software or feeling you’re missing out on the features of an existing package, it’s essential to create a plan to ensure your firm can adopt the change quickly and effectively.
These are the traditional ratios in every financial company: the number of clients per advisor, the number of people per office, the number of managers and the number of people assigned to them. How you divide these numbers will have a great impact on how the business runs.
The problem here is the limit. Take advisor:client ratio for example. As an advisor, you might be limited by how much time you can spend on clients. It is a long process to assist clients in their wealth management. Time might limit the number of clients one advisor can serve or the time working toward developing better analysis.
Our focus as a technology provider is to provide the connectivity, data processing and data capabilities which helps investment managers, asset owners use their time efficiently.
Wealth managers can and should automate more of the administrative work to focus on analysis and decision-making process. Smart use of technology will help grow your business while improving the customer experience. The beauty of technology is that it can highlight a potential problem and offer a solution.
Contact our team to review your business needs and discuss what change might benefit your system.
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