Download this short summary to learn what expert panelists from TD Ameritrade Institutional, InvestmentNews and Nexus Strategy have to say about how top advisory firms are using cutting-edge technology tools to drive productivity and profitability.
You’ll get an overview of how to:
- Maximize operational efficiency by automating business processes such as new account opening, blotter submissions, audit preparation and more
- Improve client service by using mobile apps, client service portals and digital signatures to provide a quick and convenient client experience
- Scale operations by linking multiple tools, such as document management, CRM and portfolio management systems into a cohesive unit to address core business processes
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