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.
© 2010 – 2024 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide.
Privacy Policy