RIAs depend on access to a custodial firm’s leading-edge technologies, IT infrastructure, data and applications to attract, win and engage with clients. That means they expect the best tools and evaluate any prospective custodial partner on how well they provide an excellent user and client experience. Most custodians already have a modern, integrated IT architecture, but true innovators go further.

Access this interactive eBook now to learn how your organization can embrace tools that support a better user engagement and experience for both RIAs and their clients. Topics discussed include:

• AI tools such as digital advisors
• The benefits of virtual reality portfolios
• How to achieve an integrated customer knowledge base
• Ways to get information out of silos through microservices and APIs

When it comes to better technology, there is no one-size-fits-all solution, but there is a right solution for your organization and advisors. Pinpoint what fits your needs in order to decrease technology gaps and reach your business goals now.

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