Integration

Real adoption data from 200+ firms

Every CRM vendor claims high adoption rates. We surveyed 200+ firms to see what advisors actually use daily and what sits ignored.

What they don't show you in sales presentations

Sales demos look great. Implementation is different. Here's what portfolio management platforms don't tell you upfront.

When your tech stack doesn't talk to itself

Every vendor promises seamless integration. Reality is messier. Here's how successful firms handle the gaps.