Making IT work for you

As if the lot of a financial adviser was not hard enough; these days it seems you also have to be a technology wizard. The use of IT within financial adviser businesses is essential to achieve the efficiency and productivity firms need to make decent margins on fees and commission. However, while the functionality provided by adviser software solutions is important, businesses also need to consider three other factors in using technology effectively: The cost of IT infrastructure. The cost of IT management. The hidden cost of IT. The functionality provided by your software is primar...