Finding the Cure for Fragmented Data in Legacy Wealth Management Systems

“One person’s data is another person’s noise.” ― K.C. Cole, American science writer, author, and professor The number of applications used by a typical wealth management firm can be staggering. According to a 2019 study, small businesses use an average of 40 different apps. This number grows  to over 200 for enterprise-sized companies and can include many […]