Match technology to your firm's needs

03/31/2013 | AdvisorOne

New technology won't help your firm much unless you can use it to achieve a flow of data that gives everyone the information they need without requiring extra work. The first step is mapping out your company's needs to figure out which are not met. Once a plan is in place, you can shop for the right vendors, writes James Carney, CEO of ByAllAccounts.

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