How does technology affect the recruitment and retention of talent for wealth management firms? That's what this survey, done in partnership with Wealth Mosaic, explores.
Read the Technology for Recruitment and Retention Report to find out how executives from a mix of RIA, independent advisory, investment management, and platform backgrounds rate the importance of technology in areas such as technology adoption, future-proofing firms, areas of improvement, and more.
Help clients make timely and strategic business decisions based on timely cash flow data—without having to build financial models.
What you need is a tool that will give your firm real-time visibility and empower your clients to enforce their budgets and stay on top of spend.
How to use the BILL Financial Operations Platform to evolve your CAS practice
These are some of the most important topics to cover when training your staff on BILL Spend & Expense.
In this guide, we’ll go over the most important topics for you to cover when training your staff on how to use and implement BILL Spend & Expense in your firm's offerings.
