By Nicole Casperson | March 10, 2021
Wealthtechs are rolling out tools designed for advisers to build customized tech stacks, with the ultimate goal of freeing up advisers’ time to focus on financial planning as the new business model for growth.
In a world where Amazon and Instagram know what consumers want before they do, advisers and investors have come to expect an experience with their technology providers that is just as simple, intuitive and personalized.
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