Industry White Papers

Latest Industry White Paper - 04/10/17

In a volatile climate, advisors have much to gain by harnessing data more effectively. From cost savings to improved forecasting, the benefits of data aggregation and data analysis can be considerable. Download this white paper to learn how to use data to better support your clients.

Latest Industry White Paper - 10/13/16

Today’s market and regulatory environment is putting pressure on many financial advisors. To maintain productivity and revenue levels, many advisors need to increase their books of business. However, regulatory pressures are also requiring they spend more time with each client. More than ever, advisors are relying on technology to help meet these growing demands. Read the report.