5 Signs You’re Using Outdated Tech

When it comes to portfolio accounting technology, it’s tempting to settle for good enough. Maybe your practice is running on the same software it has for the past five or even 10 years. By now you’ve worked around its quirks, and your team knows how to use it to get the job done. But there’s a better way—and you can find out if it’s time for you to explore it, in this Tip Sheet.