The Shifting Economics of Adviser Technology

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?

Download our study to 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 OranjMAX can be used at no-cost, and what free really means.