The hidden red flags hindering wealth management platforms

When it comes to choosing analytics platforms in wealth management, features and pricing unsurprisingly dominate decision-making calls. But these can hide problems that slip under the radar… Platforms must be adaptable to facilitate business growth, customer changes, and regulatory updates. Options that only suit a handful of cases lead to expensive problems further down the line, with businesses needing to bring in more vendors, pay for integrations, and navigate avoidable operational issues. The promise of flexibility is also a problem, if external teams with limited domain knowledge take...