04/18/2012 UPDATE: The Independent Advisor Tech Forum is no more, as the domain registration has expired. Still, you can get great information on advisor technology right here! Subscribe today.
In Friday’s Tech Bits column on InvestmentNews, Davis Janowski highlighted a new technology-oriented website targeted “for financial advisors affiliated with a broker dealer and/or wirehouse who are interested in becoming independent.”
Click here to visit Independent Advisor Tech Forum. (link removed)
Independent Advisor Tech Forum is a collaborative effort spearheaded by several technology vendors in the independent adviser space. The list of participants is a genuine who’s who of big players in the technology space for CRM, paperless office, and performance reporting. Here’s a short list of who’s involved:
