In Conclusion
Financial services technology continues to evolve, and advisors must stay current in order to remain competitive. A large portion of the advisor community relies heavily on leading broker-dealer firms for technology leadership, applications and support. It seems clear that the many broker-dealers are investing heavily in technology to support their advisors. This bodes well for the future of the industry.
VIEWS FROM THE EXPERTS
Darren Tedesco
Commonwealth Financial Network
Managing Principal, Innovation and Strategy
The Integrated Technology Preferred By The Industry’s Most Productive Advisors
Since opening our doors in 1979, two key values have consistently set Commonwealth apart: quality and community. It’s the unique synergy between the two that drives the industry-leading technology we deliver to independent advisors like you.
An Integrated Experience
The best technology adds value for the people who use it every day. That’s why we built our Client360°® total client management system from the ground up and continue to
enhance it in collaboration with our advisors.
As the pinnacle of software integration in our industry, it incorporates portfolio, trade, contact, document and wealth management into a single platform that’s so intuitive and flexible, it feels tailor-made for your business.
There’s no need to toggle between windows or applications, and because it’s cross-browser, cross-device compatible,
you can expect that same integrated experience from your desktop, tablet or phone.
We believe a great partner invests in technology that works for you and your clients—without nickel and diming you. It’s a responsibility we take seriously, which is why we provide all the benefits you depend on most to scale your business for a flat, nominal monthly charge—and another reason why our advisors almost universally choose our platform over open architecture.