In the world of finance, it is what you know that counts. Business intelligence technologies like Truelytics can provide practice owners with significant advantages, and you should expect to see more BI solutions instituted across the board.
From the analysis and optimization of existing practices to the valuation of practices for sale, business intelligence technologies can provide a world of value across the financial spectrum. Business intelligence can also give practice owners and individual financial advisors insight into what their customers want, something that will become even more important as 2017 gets underway.
The only thing constant in the world of financial planning and wealth management is change, and every new year brings new advances in the industry. Investments in technology are expected to grow into 2017 and beyond, as more firms recognize the importance of client security, lower fees, more strategic rebalancing and the power of passive investing. The five cutting-edge technologies listed above are expected to lead the way in 2017, much to the delight of financial professionals everywhere.
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Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.
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