How can we help?


    technology offers opportunities

    Technology Offers Opportunities for High-Touch Client Contact

    Most of us in the industry can remember the days when offering a secure client portal for uploading documents and viewing account information could be touted as a serious value-add. But today, secure client portals are considered table stakes. In fact, with advances in online and mobile banking, secure online transactions, and other technology-driven financial solutions, clients view “instantaneous” as a baseline for most expectations.

    So it comes as no surprise that the RIAs profiting most from the efficiencies of technology are those with the best focus on real-time client interaction and communication. Learn more about the opportunities that technology offers in Beyond AUM co-founder Gretchen Halpin’s latest guest article for Rethinking65,