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With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for Trust Company of America.

Kinsey says RIA firms should seek to create streamlined, scalable and repeatable processes for their technology, with a focus on simplification and saving time.  Taking inventory of existing technologies is a good place to start: What works? What causes problems? What aspects of the business could potentially be improved or made more efficient by better technology?

Advisors who attended the Genius Session offered a snapshot of the wide range of functions that could benefit from improved technology. 52% of attendees said they were most interested in technology in back-office functions and portfolio management, 38%...

RIA Roadshow: Coming to a City Near You

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Is your firm ready for a CRM solution?

Are you struggling to grow your firm? Losing current clients? Are prospective clients choosing to go with another firm? Is onboarding new clients or keeping up regular communication with your clients a chore?

If you answered “yes” to any of these...

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Learn What Works in Winning Clients

Guest blog provided by Susan B. Weiner, CFA

Are you about to embark on a new marketing campaign that will cost you a lot in money or time? Take a step back! It’s time to assess what’s already working for you.

There are marketing firms...

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