Gaining Perspective

Today’s technology-driven landscape makes it easier than ever for RIAs to embrace automation across their tech stack and supercharge their businesses. Advisors can save time and minimize errors by using trading and rebalancing tools, portfolio management and CRM systems to manage accounts. Automation in data analysis also frees up time to provide more personalized advice or pursue new business. During this episode, Steve Sanders of Interactive Brokers will cover How automation increases operational efficiencies for advisors, why data aggregation and integrated reporting are critical to serving clients holistically and so much more. Show NotesBelow are some links to learn more about Steve and Interactive Brokers:Interactive Brokers home page: https://www.interactivebrokers.com/en/home.phpInteractive Brokers page for RIAs: https://www.interactivebrokers.com/en/accounts/advisor.php Learn all about the advantages of active strategies and how they are uniquely suited to the moment at VettaFi’s upcoming Active Mana