Should you choose point solutions or an integrated platform?

There’s no turning back; the wealth management industry is going digital. The question is: how will your firm get there?

In this whitepaper, we break down the pros and cons of choosing point solutions or an integrated platform to accomplish key digitization goals like implementing document management, automated workflows, and compliance tools.

Download the whitepaper to learn which approach is best for your firm.

Which strategy is best for growth?

For individual projects, point solutions are seen as “best-of-breed,” typically cost less in the short term, and don’t always require external support. However, when a firm’s digitization strategy is considered as a whole, many of these advantages disappear.

In this whitepaper, we compare point solutions and integrated platforms based on the following criteria:

• Modularity
• Cost
• Support
• Integrations
• Quality
• Infrastructure