software

Are You an Advisor or IT Specialist?

The Dream

Being an independent advisor can be a rewarding experience. You arrive in the office in the morning to review your business metrics and check for any¬†unresolved items needed for clients. After checking email and voicemail messages, you meet with your investment team to discuss recent economic trends, review client portfolios, and submit trades to rebalance several accounts that have exceeded their model allocations.…