Starting Your RIA - Choosing Your Tech Stack

Oyster Stew - A Broth of Financial Services Commentary and Insights

English - January 27, 2022 14:00 - 29 minutes - 20 MB - ★★★★★ - 7 ratings
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Technology platforms impact nearly all aspects of your business, so selecting the right technology for your RIA is more than just choosing a custodian. Oyster's experts discuss defining what your firm needs, designing your technology processes around your business processes, and vendor due diligence, as well as other things to consider.

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