Tech & CAS - How Advisory Benefits From the Use of Automation
Make CAS offerings repeatable & appealing and capitalize on automation.
Explore the role of technology in building a CAS practice, including 3 main advantages of letting software work for you and what an effective tech stack looks like. Read more about how:
- Technology solves the worst data entry challenges
- Tech reduces the time between transaction and reconciliation
- CAS requires tech-driven predictive analytics