Financial technology has been slow to adopt the free software model that drives much of the digital world. Utilities that you use every day – email, document clouds, social networks – are completely free. Why should the digital tools required to run your practice be any different?
We’ve dug deep into these shifting economics and uncovered how advisers can reduce their overhead to pull ahead of the pack.
Our latest study – The Shifting Economics of Adviser Technology – takes a look at the evolution of free software in wealth management, and covers topics including:
- Why the industry is slow to catch up on the free software model.
- What areas advisers can cut on technology costs without reducing their services.
- Where the new economic model of free software impacts investors’ bottom line.
- How OranjMAX can be used at no-cost, and what free really means.