Advisor Technology

Recent

Modern systems support expanding capabilities for trust companies, banks, advisors and broker-dealers

Updating your technology platform gives your firm new capabilities that can improve your bottom line and the client experience.

US adoption has doubled since 2015 and is in line with global 33% respondents

Quickly Shows Estimated Firm Value, Sustainability, Growth Potential and Transferability

While eAdvisor ranks are growing, six in 10 financial advisors still not using technology to the fullest..

Work got in the way of me attending Pershing's keynote speech and technology made sure I was there after all. This is where the industry is going.

New suite of financial wellness applications leverage advancements in AI, machine learning and data analytics to provide solutions, value and revenue