eamis

Of course, RIA custodians haven’t been sitting still while all of this technology was been flying around. Almost 20 years ago, they started realizing the benefit of having a technology that they could use as a loss-leader for their custody offering. Conversion Cost – Most vendors charge for the migration process of converting data and subsequent implementation. Whether clients can tell the difference or not is another story. Overchoice or choice overload is a cognitive process in which people have a difficult time making a decision when faced with many options.

Simplify wherever possible Automate complex workflows across the entire … Read more