By adopting platforms that tightly integrate portfolio management, CBM, trading and other core investment processes, RIAs such as SEIA gain enterprise-class functionality that gives them more time to serve clients and fuel growth. Though long-term relationship building continues to reward registered investment advisers in the post-crisis economy, many firms face a Catch-22. "Frequently, RIAs are too busy serving clients to evaluate new technologies or migrate to new systems," explains Alois Pirker, research director for Aite Group. "Instead, they throw more effort into getting the work done."
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