John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
CEO John O’Connell was featured in this article from Financial Planning Magazine, shedding light on the abundant tech budget waste among advisory firms: “We’ve gotten to a point where people need to get a handle on that data and understand: Are we really using this product or are we not? And if we’re not using it effectively, we should really think about, do we want to keep it and double down, or cut it loose?”
