wealth management Archives - Maximizer CRM

Advisor Technology: Why it’s Worth the Money

BY John Easton, Director of Wealth Management

Advisor Technology: Why it’s Worth the MoneyNot long ago, most advisors managed contacts with the rolodex. But computerization has revolutionized the industry. It continues to evolve rapidly today, with a new financial technology rolling off the production line almost every day. While it’s easy to see how all this change benefits investors, advisors stand to benefit too. Indeed, a recent study by Fidelity Investments shows that “eAdvisors” - those using twice as many technologies as their peers - have more high net worth clients and higher AUM.

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