The Connected Advisor
Is Your Data Strategy Unique?
TL;DR – Your data can be untethered from your current systems and technology so that you can filter your future decisions through […]
Data Synchronization and Firm Aggregation
TL;DR – Your disparate systems can make beautiful music together and give your firm the edge it needs to reach your top […]
5 Chrome Extensions to Help You Work & 1 for Better Collaboration
TL;DR – Productivity and collaboration are keys to effective work. Use the right tools to stay efficient. A long, long time ago, […]
On Mixtapes & Hyper Personalization
TL;DR – How you slice and dice your tech gives your clients the mixtape experience that adds value and client retention. Back […]
Optimism isn’t the Opposite of Reality
TL;DR – Even when data exists in on prem monolithic closed systems, there is a path forward. Facilitating an integration of emerging […]
