Over the last several years, the four major custodians have done a good job of enhancing their technology platforms. While there are some clear differences across the industry, it is fair to say that today’s platforms are far superior to what was being offered a few years ago.

That’s important, because the challenges are greater, too. The rise of online advisors has exposed weaknesses in the user experience across the industry, while the proliferation of digital tools has increased advisor demand for simplified, integrated solutions.

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