technology

Why Advisor Software Feels so Outdated

Walk into an average advisor’s office today and you might see technology that reminds you of a set from a 1960′s science-fiction show – incomprehensible blinking lights and systems that don’t really seem to do anything.

It’s not because advisors are nostalgic about the 1960’s view of the future. It’s because, for the most part, their primary technology systems were either developed or purchased over a decade ago.…