How Dated Wealth Systems are Frustrating Advisors and Customers Alike
Joining FinextraTV at the Communify Intelligence Experience, Richard Garman, Founding Partner, FTV Capital discussed how wealth management systems remain primarily outdated. Describing these systems as ‘clunky’, Garman describes the front end as seeming more modern but the connective tissue that binds it all together is still old and increasingly limiting the overall user experience. Looking at the reasoning and way forward, Garman describes the typical stumbling block of data, stating that no s...
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