Is your technology helping you grow, or just keeping you busy? Wealth management is at an inflection point, one that Jana Ferguson, our VP of Ops, knows well. She’s put together four principles RIAs can use today to evaluate their private market tech stack, and avoid making the same missteps of industries past. #wealthmanagement #futureoffinance #fintech #privatemarket #techstack #platform #transformation #platformedge
Over the past several months, I’ve been having the same conversation with RIAs again and again: firms are growing, clients are demanding more, and yet the underlying systems just aren’t keeping pace. That gap between ambition and infrastructure is exactly what inspired me to write this piece. In it, I break down why the next wave of advisory growth won’t come from adding more tools—but from building on a platform designed to scale with you. Check it out here or on our website - gridline.co
