How should advisors prioritize when considering technology for financial reporting? Joe Larizza, iCapital Managing Director of Data Solutions, advises financial advisors to prioritize technology for reporting needs, emphasizing the potential of AI and machine learning to enhance efficiency and insights. He focuses on investing in tech that aligns with their core competencies, finding third-party support for tech operations, and using tools that provide a comprehensive view of clients’ assets and liabilities for accurate risk assessment.
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Watch Beyond 60/40 to hear Anastasia Amoroso, iCapital's Chief Investment Strategist, and guests discuss the latest trends and strategies in alternative investing. New episodes release every other week.
