Tech Trends to Watch in 2018 Reviewed by Momizat on . Wealth management firms of all sizes are trying to streamline their operations to benefit clients, and mobile is a prime example, according to the recent Financ Wealth management firms of all sizes are trying to streamline their operations to benefit clients, and mobile is a prime example, according to the recent Financ Rating: 0
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Tech Trends to Watch in 2018

Wealth management firms of all sizes are trying to streamline their operations to benefit clients, and mobile is a prime example, according to the recent Financial Planning Tech Survey.  Forty percent of respondents cited mobile apps as a potential difference maker for the industry.  This article will cite which technologies offer the most promise to advisors, and which could fall by the wayside.

To read the full article in Financial Planning, click: Tech Trends to Watch in 2018.

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