Considerations When Building or Renovating Your Tech Stack

Technology, or lack thereof, touches every aspect of your business including client acquisition, client experience, financial planning, investment management, tax planning, firm growth, and scalability. This session will help you ensure that your technology meets the needs of your clients, your employees, and your business now and in the future.

Learning Objectives:

1. Determine the core technologies that every advisory firm needs
2. Learn how to assess your current technology stack
3. Understand how to ensure your technology provides an excellent client experience