How Los Angeles RIAs Stay Ahead of New Technology (SlideShare)

Preview:

Citation preview

How Los Angeles RIAs Stay Ahead

of New Technology

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Here are the ways that they

stay ahead of new technology

without losing their focus

in the process

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Unify Applications

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Keeping an Open Mind

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Stay Mobile

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

The Bottom Line

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Staying ahead of

new technology means

embracing new digital tools

and partnering with leading

technology providers

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Even as Los Angeles RIAs

build their client base

and improve service,

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

looking ahead has to be

a daily undertaking

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

How does your company stay

on top of new technology?

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments section below

Copyright © FPA Technology Services, Inc.

Learn How to Protect Your Firm’s Technology

With the Right IT Service Provider

Download Your Free Guide

Investing in High Net Worth Clients:

The LA Investment Advisor’s Guide to Using

Technology to Manage and Grow Your Firm

Now at http://www.TechGuideforLAInvestmentAdvisors.com