Identifying and selecting the right combination of technology tools and platforms can significantly enhance a business’s operational efficiency, its ability to scale and its overall competitiveness in ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

Building a robust and efficient tech stack, the collection of software tools and applications a company uses to manage its operations, is a critical task for any business. When well-constructed, a ...

Cut the clutter and streamline your tech — this is the new catchphrase for security, productivity and long-term IT success. Simplify your tech stack to boost efficiency, reduce costs and enhance ...

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos. This transcript was prepared by a transcription ...