Perspective

Build your own tech stack one step at a time

A simplified approach for breakaway advisors to get the tech they need, when they need it, and evolve as they grow.

By: Fidelity Investments
Updated: 4/26/2024
Key Takeaways
  • Don’t let tech hold you back: A simplified approach eases concerns that can otherwise keep advisors from following their preference to start their own firm.
  • Capabilities to prioritize across three phases: We’ve provided a high-level plan that shows which solutions a new firm needs, as well as when they need them.
  • Qualities and features to look for: Certain screening criteria can help advisors to select individual solutions that work well with this approach.
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