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Open Architecture is Dead

Watch Covisum® Founder and President Joe Elsasser, CFP®, present at the 2019 T3 Advisor Conference

The last decade has seen a dramatic rise in integrations between a variety of software systems including: CRM, portfolio management and trading, financial planning, and performance reporting. Only now are advisors and firms beginning to see the significant cracks in loose integrations between these systems. As advisor experience with integrations deepens, the cracks will become more and more evident. Learn how the most successful advisors and firms will overcome these challenges.