Rethinking how adviser technology is priced

How are you paying for adviser software? It's probably per user. That has been the standard model across the industry for years. For small businesses with one or two employees, this pricing structure can make perfect sense, but as a firm grows, the economics begin to change. When technology is used across your operation, should the licence fee really rise every time another employee needs access? Should each new adviser, paraplanner, administrator or compliance professional automatically increase your software costs? Hiring additional staff is usually a sign a business is succeedin...