Wealth Technology
topic on 1 show · 1 statements across 1 episodes
1 statements about Wealth Technology, every show
Masters: Wealth advisor software will fully integrate alternative assets within five years
“The world is just going to look very different in as little as five years time. You're going to see advisor desktop space, which today is multiple different screens, the ops process and the email and this for public equities and that for fixing home and goodne…”