Help or Hindrance? The Link Between Technology Provision and Advisor Productivity

Wendy Spires

ClearView Financial Media

19 May 2015

Help or Hindrance? The Link Between Technology Provision and Advisor Productivity was produced by WealthBriefing and Advent Software, continuing a long-standing research partnership which has seen the two parties investigate a wide range of key technology and operations trends in wealth management in recent years. This ground-breaking research report takes the technology dialogue one step further from the top-down view typically taken, and rather looks at technology provision through the lens of a front-line advisors' daily working lives - revealing that legacy systems, poor integration and a dearth of innovation is really holding many front-line professionals back from performing at their optimal level of productivity.

Click here to access the research.