A veteran sales executive, Brad Frey holds a strong track record of boosting significant revenue for major fintech companies, including eMoney Advisor. He is responsible for growing business and servicing clients in the Midwest.
You know that you want to modernize your firm’s technology. But how much does wealth management technology cost? Knowledge is power: after reading this guide, you’ll be a smart buyer – and understand the true ‘all-in’ cost of advisor technology.