Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode Transcript Come on […]
