WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet
1 seconds Posted Jan 20, 2022 at 2:42 pm.
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“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let’s look at the processes holistically for something like […]