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Build your digital toolkit like it’s a fintech smartphone

Despite the sophistication of today’s tech offerings, many firms and advisers face an uphill battle in building an integrated tech stack that provides everything they need. Complicating matters is that some fail to realize how an ad hoc approach to technology can impact their entire operation.

In some respects, the dynamic evokes memories of the evolution of the smartphone, which began as an effort to combine all the disparate personal tools that already existed into one consolidated platform that was sleek, easy-to-use and intuitive. Now, billions worldwide have access to a hand-held computer customized to their daily routine everywhere they go. 

Firms and advisers need to approach the construction of their tech stacks in the same way. Here’s how: 

Consider your needs. Before Steve Jobs unveiled the iPhone in 2007, it was of course possible to make a call, take a photo, schedule a meeting, text with friends or send

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