Video interview published by InvestmentNews: https://www.investmentnews.com/video/222501
Every advisory firm is unique, which means no software solution is totally turnkey. The best solution is a single cloud, says Kyle Van Pelt, CEO of Milemarker.
Advisors across the wealth management industry are realizing the benefits of consolidating their software onto the same cloud platform. By centralizing their operations, firms can streamline processes, improve efficiency, and enhance collaboration among team members. With a unified cloud platform, advisors can access critical data and information in real-time, eliminating the need for manual data entry and reducing the risk of errors.
Milemarker's Firm Intelligence solution provides advisors with the tools they need to control, integrate, and unlock their wealth management data. By harnessing the power of data analytics and automation, advisors can make more informed decisions, optimize their workflows, and deliver better results for their clients. With Firm Intelligence, advisors can gain a competitive edge in the market and drive growth for their firm.
