Developing a Tech Strategy

McCarthy, Ed
April 2009
Journal of Financial Planning;Apr2009, Vol. 22 Issue 4, p22
Academic Journal
The article discusses the technological tools used in the financial planning and wealth management business, with an emphasis on techniques for finding the right systems for a given business. It is said that the development of a strategic business plan is crucial, and the firm's technology strategy must be in sync with the larger plan. It is also necessary to ensure that core services are covered, such as software for portfolio management, customer relationship management, and financial planning.


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