WealthTech Implementation and More
Once you have a sound technology strategy, you need to implement it. This month we’ve curated several resources from our library to help you understand the complexities of working through technology implementations, integrations and migrations. We also have a special opportunity for companies who are interested in partnering with us at our exclusive Future Proof Citywide receptions. Read it all below!
– Liz Fritz, Co-Founder
Small RIAs and Technology Implementation
F2 Managing Director Dan Johnson explains how emerging RIAs can leverage technology to leapfrog their larger, more established competition, even on smaller budgets.?
Bridging the Gap Podcast
Last fall, Doug Fritz was a guest on Bridging the Gap with Matt Reiner and discussed the challenges and opportunities wealth management firms face when integrating technology. They explored several important topics, including the growing complexity firms encounter as they scale, with technology requirements becoming increasingly demanding.
Reminder: F2 E-book Guides You Through Systems Migration
F2’s free ebook “From Legacy to Modern: Migrating Your Performance Reporting System” is a great resource for understanding how to get from A to Z when preparing to update your performance reporting solutions.?
Sponsorship Opportunities at F2 Events during Future Proof Citywide
F2 is hosting two receptions at Future Proof Citywide March 16-19 for our closed-door group of WealthTech decisions makers. There are a limited number of sponsorships available for these receptions that put your solutions in front of C-level decision makers in RIAs around the country.
Word on WealthTech: January 2025
F2 Strategy's co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.