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
You Are Here: Home » QuickPress » Tech Trends to Watch in 2018

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.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 2537

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
G-MZGY5C5SX1
lw