WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
1 seconds Posted Sep 8, 2022 at 2:02 pm.
] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode Transcript Come on […]
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Companies Mentioned Docupace [