As an advisor new to independence, the biggest challenge could very well be that you don’t know what you don’t know. That’s a lonely — and frightening — place to be.

But, in fact, you’re not alone! With advancements in advisor technology happening at such a rapid, relentless rate, you have your pick of technology partners ready to help you succeed: to build an efficient business that allows you to spend the majority of your time creating an exceptional client experience.

So how do you decide on the operating system that will maximize your new business’s potential and best serve your clients? Remember: you don’t know what you don’t know. In the following pages, we’ll walk you through the critical business processes — such as reporting, compliance, trading, and advisory fee billing — that need to run smoothly to support your firm’s growth.

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