The trouble with tech integration for advisers, vendors
The promise of a seamless technology integration in which advisers get up to speed quickly and use all of the software programs and data available to them with ease isn't a reality at most advisory firms. Not yet, at least.
Although in more recent times one of the more attractive features of some software platforms is their open architecture, which allows them to tie in with other software, advisers are finding that once they have the programs they want, they hit a proverbial wall with technology issues.
