By Eric Rocks
You’ve put in your time at a large wealth management firm like a wirehouse or bank and now you feel it’s time to hang out your own shingle. If you have a set of loyal customer accounts that you are transitioning, time is of the essence because you’ve got to be ready to conduct business on day one. Fortunately, you are in a great position with pre-sold assets transitioning with you, and the knowledge of what works best for your style of investing and client management. Now, selecting the right software solutions has got to be top of list to ensure your venture is profitable.