When advisors have the moxie to strike out on their own, they may also have the instinct to let someone else handle IT. Getting "Software-as-a-Service" from a reliable firm can be a way for boutique firms to get big-league systems.
When advisors have the moxie to strike out on their own, they may also have the instinct to let someone else handle IT. Getting "Software-as-a-Service" from a reliable firm can be a way for boutique firms to get big-league systems.
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