RIA Roadmap © 2020 Envestnet, Inc. For investment professional use only.
PAGE 7
4. Identify dedicated
technology resources
Best practices call for building digital strategies
using dedicated resources and funding. Committing
personnel to manage the process is considered one of
the most critical components to success.
ACT NOW:
• Create the role of chief technology officer (CTO)
with responsibility for building out your suite of
tools and digital offerings.
• Form a task force and assign specific roles
among your principals and staff.
