Using Interactive Advisory Software to Meet the Demands of High-Net-Worth Clients

The Challenge

SKadvisors is independent in every sense of the word. The firm did not want to rely on proprietary products it felt pressured by its various custodians to use. More importantly, SKadvisors required a solution, which could interface with various custodians. Since it is a small operation, which consists of personnel who all take on multiple responsibilities, SKadvisors also needed a solution that could help reduce time, make it possible to maintain a virtual office anywhere, and transform the firm into a completely paperless one.

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