Bill Capuzzi: Real-Time and One-Click Are the Future

18/11/2020 - 08:12

..."As data technology takes its place at the heart of advisory firms, a critical question is: “Are we working with the right clearing firm?”
The year is 2045. Everything that can be automated has been. It’s a one-click world. Fully connected between functions, with underlying data integrated between applications, the 25 separate apps that resided on my phone in 2020 are now a distant memory."