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Build vs. Buy: How to Future-proof Your Tech Strategy
In this conversation, Darren Tedesco, President of Advisor360°, and Jennifer Sawan, Senior Director of Sales Engineering & Operations, dive into the...
Advisor360° FinTech Talk
Get in-depth views on wealth management innovation, insights and strategies from our thought leaders, and financial technology tips you can use today.
Integration
2 min read
The Case for Upgrading Legacy Technology
The need to increase productivity has sparked a shift in how enterprise wealth firms operate. Fueled by younger-generation clients and their desire...