Pros and Cons of Outsourcing Your Data Analytics

▤ Summary

The organization’s executive team may deem that your data analytics needs are not a high enough priority. It’s likely that your IT department, though very skilled at what they do, are generalists, which means they lack the expertise in developing and supporting data analytics for wealth management services. The reports work flawlessly, and you finally have actionable data to meet your revenue goals. Or maybe there are new SEC or Finra rules that necessitate changes to your compliance management reporting. Or perhaps it’s not a drastic change, but rather a simple modification in the file layouts from your clearing provider that threatens the accuracy and timeliness of paying your advisors if not addressed immediately.

▦ Linked Companies

Terrapin Technologies, Inc.

$1M to $5M