Why advisory businesses need to question their platforms' operational resilience

We all know that advice firms are facing increasing operational complexity. Technology underpins nearly every aspect of what they do, from client onboarding and portfolio management to compliance reporting and trade execution. Digital systems bring efficiency and scale, but they can also introduce vulnerabilities like outages, cyberattacks, human error, and supply chain disruptions that interrupt service delivery and, ultimately, erode customer confidence. Protecting clients and maintaining trust If you're a financial advice firm, client trust is your most valuable asset. Clients...