How A Symbiotic Relationship Benefits the Advisory Firm and the Software They Rely On

The investment advisory business is constantly evolving. Accordingly, the services and the tools necessary for investment advisory firms to conduct and grow their businesses must change as well. MJP Associates, Inc., a mature wealth advisory RIA firm, adopted a sophisticated service model that resulted in superior client service that has facilitated the growth of the firm by forging a strategic partnership with their technology platform provider, Interactive Advisory Software (IAS).

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