InvestmentNews, an RIA focused weekly newspaper with both an online and print presence, recently released their inaugural RIA Technology Study. This study is designed to assist RIA firms in assessing their technology approach, usage, spend and overall satisfaction across core business functions.
The study features several sections, including:
-How technology can help support growth
-Factors to consider when investing in technology
-Benefits of outsourced solutions vs. managing functions in-house
-Integration and what it really means for an advisory firm
-Over 30 charts, business and peer profiles by size of firm and type of firm
You can view the Executive Summary or purchase the report by clicking here. The Technology Study is a great tool to help you and your firm decide what kind of technology is appropriate given your needs, current software and existing applications.