The Shifting Economics of Adviser Technology

Uncovering the Opportunities of Free Software in Wealth Management


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?

Free software has become commonplace for virtually any application, but only recently has financial technology begun to adopt the free software model that drives the rest of the digital world. Download our study and take a look how these shifting economics allow advisers can reduce their overhead to pull ahead of the pack.

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This study 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 Oranj can be used at no-cost, and what free really means.