The Technology Toolkit of Financial Advisors

Commentary on MarketWatch article by Alessandra Malito Financial advisors use a variety of software to assist with tasks ranging from keeping in touch with their clients to staying compliant with new regulations, MarketWatch writes. Some of these tools have become indispensable, yet there’s even more on the horizon, according to the publication. The Essentials: CRM,

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via Tumblr The Technology Toolkit of Financial Advisors