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Susan Glover Insight & Advice

Three Tips to Improve your Technology Decision-Making

Published on Tuesday, September 5, 2017

Three Tips to Improve your Technology Decision-Making

Successful evaluations and decisions require a deep understanding of your information needs, the right questions and data awareness.

“Which software costs less?” is a frequent question I hear from advisors. Another popular question is, “What is the best (CRM, portfolio reporting, planning, etc.) software?” My answer is they are all good. It’s about which one is best for your firm.

Read our article in Advisor Perspectives for effective strategies to:

   •  Engage staff in identifying needs
   •  Communicate with vendors 
   •  Understand issues with your data


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