Greatest Practices When Integrating Advisor Expertise

The everyday RIA makes use of 5 completely different software program distributors, and a 3rd of corporations wish to add extra, in response to Funding Information Analysis’s 2022 Adviser Expertise Examine. Nonetheless, 57% of advisers say the dearth of integration between their core purposes is the largest ache level with expertise.

Advisers anticipate the expertise of their workplace to maintain up with client expertise, however that is not often the case. Integrations within the advisory house are a hodgepodge of various ranges, from easy single sign-ons to extra subtle embedded widgets, however there aren’t any requirements.

Don’t miss this webinar the place we’ll present:  

  • An summary of developments within the advisortech software program house
  • An inventory of finest practices on how you can improve the success fee of integrations throughout your tech stack.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by



Craig Iskowitz

CEO and Founder

Ezra Group


Brandon Roth

Senior Mission Advertising Supervisor


Diana Britton – Host

Managing Editor