Tech Vendor Due Diligence Checklist - Key Questions to Ask
A number of recent studies show that RIAs that embrace technology report better client experiences, higher advisor satisfaction, and more assets under management.1
To help you assess a current vendor or evaluate other technology providers, due diligence process, be certain you understand the provider’s platform and the solutions available to help you and your staff become more efficient. Use this checklist to get under the hood and see what you can learn.