The technology advisors use to manage client accounts–whether it's a CRM, risk tolerance, or portfolio management tool—is the heart of an advisory firm. But if it's not working for everybody, or if you encounter some of these common problems, you might need an upgrade.

What are the signs your tech could use a reboot, and what kind of solutions should you look for when vetting new technology? We've outlined the solutions to your tech woes.


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