Financial Planning Article: What to Look for in a Wealth Management Platform (And Why You Should be Looking)

In case you missed it, Financial Planning published an article last week on the challenges financial institutions face as advisors and their clients interact with each other and with financial data in more dynamic ways. Co-written by Interactive Data’s Bill Chambers and Scivantage’s Joe Stensland, the article provides a checklist of questions an advisory firm should ask when considering building next generation desktop platforms. Click here to read the full article.

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