Consolidate or complement? Five things to consider when evaluating your tech stack

When talking about consolidation within the wealth management industry, many people jump to M&A and the benefits of firms joining forces.  But when it comes to specific resources - like technology - consolidation can take centre stage.  Regardless of whether a merger is the catalyst to tech stack consolidation, it's always important to consistently evaluate your tools for value and gaps.  If your tech stack isn't aligned, workflows can quickly become fragmented, leading to more errors and hiccups for clients and potentially affecting customer retention. Here are five considerations...