By Sarah Rasmuss, Chief Product Officer for CircleBlack In part one of this blog series, we examined how technology helps advisors provide financial therapy to their clients, which in turn, helps them become better investors. With the right tech stack, advisors can...
By Sarah Rasmuss, Chief Product Officer for CircleBlack In this two-part series, we examine how tech stacks serve two purposes; first, a robust tech stack enables advisors with the agility to manage wealth, and secondly provides the tools to provide financial therapy...
