Understanding Technology Integration: You've heard of it, but what does it really mean?

Condie, Jeremy
September 2009
Journal of Financial Planning;Sep2009 Solutions, p8
Academic Journal
The article focuses on the different factors to consider in the purchase and adoption of new technology of advisers. The use of portfolio accounting and reporting solutions are considered to lessen the problems in crafting a financial plan. However, the process has been viewed to contain complexities because of the opening of separate applications. The problem on separate application can be avoided by creating one database or through technology integration. Moreover, advisers are informed to know the scope of the different types of technology integration.


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