Properly managing technology is essential to your firm’s business health and keeping your clients’ personal information safe. It can also help you to gain a competitive advantage and do better business In our first guest blog post, Wes Stillman, CEO of RightSize Solutions, provides '5 Key Technology Management for Every RIA' to help you refine your cybersecurity and technology management plan.
What good is a great looking portal if a client calls you and says:
“I love how my new reports and portal look, but the data looks different. Not only is the data incorrect, I don’t understand what it means.”