Family Wealth Report: How To Think About Buying Wealth Management Technology

A technology transformation can be a significant step for wealth managers. Brett Williams, SIEL CEO, shares his thoughts on the considerations that can help firms select the right partner.

“The most common mistake we see is wealth management firms trying to find technology that simply replicates existing processes rather than thinking of it as a strategic advantage. You should expect your technology partner to challenge you to ensure that the solutions are fit not just for today but for the future.”

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