Should you build your own technology setup? | Investment Executive

Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

Related Keywords

Toronto ,Ontario ,Canada ,London ,City Of ,United Kingdom ,Brent Allen ,Sybil Verch ,Scott Hudson ,Liz Lepore ,Raymond James ,Scott Stennett ,Portfolio Strategies Corp ,Broadridge Financial Solutions Inc ,A Private Wealth Inc ,Richardson Wealth Ltd ,Accenture ,Croesus Finansoft Inc ,Raymond James Ltd ,Envestnet Inc ,Conquest Planning Inc ,Vanguard Investments Canada Inc ,Salesforce Inc ,Calgary Based Portfolio Strategies ,Morningstar Premium ,Vanguard Investments Canada ,Winnipeg Based Conquest Planning ,California Based Salesforce ,Private Wealth Inc ,Conquest Planning ,New York Based Broadridge Financial Solutions ,Pennsylvania Based Envestnet ,