{"id":34707,"date":"2022-09-23T15:29:01","date_gmt":"2022-09-23T13:29:01","guid":{"rendered":"https:\/\/www.investglass.com\/?p=34707"},"modified":"2026-01-10T22:25:27","modified_gmt":"2026-01-10T21:25:27","slug":"%e0%a4%b8%e0%a4%b2%e0%a4%be%e0%a4%b9%e0%a4%95%e0%a4%be%e0%a4%b0-%e0%a4%a4%e0%a4%95%e0%a4%a8%e0%a5%80%e0%a4%95-%e0%a4%95%e0%a5%8b-%e0%a4%8f%e0%a4%95%e0%a5%80%e0%a4%95%e0%a5%83%e0%a4%a4-%e0%a4%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/best-practices-when-integrating-advisor-technology\/","title":{"rendered":"<strong>\u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0905\u092d\u094d\u092f\u093e\u0938<\/strong>"},"content":{"rendered":"<p class=\"wp-block-paragraph\">In today&#8217;s financial landscape, technology plays a critical role in enhancing advisor efficiency and client satisfaction. Yet, advisors often struggle with technological fragmentation <strong>57%<\/strong>\u00a0\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092b\u0930\u094d\u092e\u094b\u0902 \u092e\u0947\u0902 \u0938\u0947 \u0915\u0908 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u0947 \u092c\u0940\u091a \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0940 \u0915\u092e\u0940 \u0915\u094b \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u0915\u0940 \u090f\u0915 \u092a\u094d\u0930\u092e\u0941\u0916 \u092c\u093e\u0927\u093e \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964 \u0907\u0928 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0938\u0947 \u0928\u093f\u092a\u091f\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u0910\u0938\u0940 \u0924\u0915\u0928\u0940\u0915\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947\u0928\u0940 \u091a\u093e\u0939\u093f\u090f \u091c\u094b \u0906\u0938\u093e\u0928\u0940 \u0938\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u094b \u0938\u0915\u0947\u0902, \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0947\u0902, \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935\u094b\u0902 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0947\u0902\u0964. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u0932\u0947\u0916 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0938\u0939\u0940 \u0924\u0915\u0928\u0940\u0915\u0940 \u0938\u092e\u093e\u0927\u093e\u0928 \u091a\u0941\u0928\u0928\u0947 \u0914\u0930 \u0909\u0928\u0915\u0940 \u092a\u094d\u0930\u092d\u093e\u0935\u0936\u0940\u0932\u0924\u093e \u0915\u094b \u0905\u0927\u093f\u0915\u0924\u092e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u0913\u0902 \u092a\u0930 \u092a\u094d\u0930\u0915\u093e\u0936 \u0921\u093e\u0932\u0924\u093e \u0939\u0948\u0964.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0924\u0915\u0928\u0940\u0915 \u0915\u094d\u092f\u093e \u0939\u0948 \u0914\u0930 \u0906\u092a\u0915\u094b \u0907\u0938\u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u094d\u092f\u094b\u0902 \u0939\u0948<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0940 \u0924\u0915\u0928\u0940\u0915 \u0915\u093e \u091a\u092f\u0928 \u0915\u0948\u0938\u0947 \u0915\u0930\u0947\u0902<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. \u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u0940 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0940 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0924\u0915\u0928\u0940\u0915 \u0915\u0948\u0938\u0947 \u091a\u0941\u0928\u0947\u0902<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. \u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u092e\u0947\u0902 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0924\u0915\u0928\u0940\u0915 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u090f\u0901<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u092a\u0930 \u0905\u0902\u0924\u093f\u092e \u0935\u093f\u091a\u093e\u0930<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-1024x683.jpg\" alt=\"\u0926\u094b \u092e\u0939\u093f\u0932\u093e\u090f\u0902 \u0915\u0941\u0930\u094d\u0938\u0940 \u092a\u0930 \u092c\u0948\u0920\u0940 \u0939\u0948\u0902\" class=\"wp-image-34413\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-is-advisor-technology-and-why-do-you-need-it\">1. \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0924\u0915\u0928\u0940\u0915 \u0915\u094d\u092f\u093e \u0939\u0948 \u0914\u0930 \u0906\u092a\u0915\u094b \u0907\u0938\u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u094d\u092f\u094b\u0902 \u0939\u0948<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0914\u0930 \u0909\u0928\u0915\u0947 \u0938\u093e\u0925 \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0940 \u0938\u092d\u0940 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u093e \u091f\u094d\u0930\u0948\u0915 \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 CRM \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 \u090f\u0915 \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 CRM \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0930\u0939\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0935\u0947 \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0938\u0902\u092d\u0935 \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902\u0964 CRM \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0908\u092e\u0947\u0932, \u092b\u094b\u0928 \u0915\u0949\u0932, \u092e\u0940\u091f\u093f\u0902\u0917\u094d\u0938 \u0914\u0930 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947 \u091c\u0948\u0938\u0940 \u0915\u0908 \u091a\u0940\u091c\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0915\u0947 \u0915\u0908 \u0905\u0932\u0917-\u0905\u0932\u0917 \u092a\u094d\u0930\u0915\u093e\u0930 \u0909\u092a\u0932\u092c\u094d\u0927 \u0939\u0948\u0902\u0964 \u0915\u0941\u091b \u0938\u092c\u0938\u0947 \u0932\u094b\u0915\u092a\u094d\u0930\u093f\u092f \u092a\u094d\u0930\u0915\u093e\u0930\u094b\u0902 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930 \u0909\u092a\u0915\u0930\u0923 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM KYC \u0921\u0947\u091f\u093e \u0914\u0930 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0924\u0925\u093e \u0909\u091a\u093f\u0924\u0924\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0921\u0947\u091f\u093e \u090f\u0915\u0924\u094d\u0930 \u0915\u0930\u0928\u0947 \u0915\u093e \u0938\u094d\u0925\u093e\u0928 \u092d\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-to-select-an-investment-advisor-technology\">2. \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0940 \u0924\u0915\u0928\u0940\u0915 \u0915\u093e \u091a\u092f\u0928 \u0915\u0948\u0938\u0947 \u0915\u0930\u0947\u0902<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u0915\u0908 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0909\u092a\u0932\u092c\u094d\u0927 \u0939\u0948\u0902\u0964 \u0907\u0928\u092e\u0947\u0902 \u0938\u0947 \u0915\u0941\u091b \u0938\u092c\u0938\u0947 \u0932\u094b\u0915\u092a\u094d\u0930\u093f\u092f \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u091a\u093e\u0930 \u0909\u092a\u0915\u0930\u0923 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0939\u0948\u0902\u0964 \u0907\u0928 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0940 \u0905\u092a\u0928\u0940 \u0905\u0928\u0942\u0920\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0901 \u0914\u0930 \u0932\u093e\u092d \u0939\u0948\u0902, \u091c\u094b \u0906\u092a\u0915\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092e\u0942\u0932\u094d\u092f\u0935\u093e\u0928 \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924 \u0939\u094b \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u0940 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u093e \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u091a\u0941\u0928\u0928\u093e \u090f\u0915 \u091a\u0941\u0928\u094c\u0924\u0940\u092a\u0942\u0930\u094d\u0923 \u0915\u093e\u0930\u094d\u092f \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0915\u0908 \u0905\u0932\u0917-\u0905\u0932\u0917 \u0935\u093f\u0915\u0932\u094d\u092a \u0909\u092a\u0932\u092c\u094d\u0927 \u0939\u0948\u0902, \u0914\u0930 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0915\u0947 \u0905\u092a\u0928\u0947 \u0905\u0928\u0942\u0920\u0947 \u092b\u0940\u091a\u0930\u094d\u0938 \u0914\u0930 \u0932\u093e\u092d \u0939\u0948\u0902\u0964 \u092f\u0939\u093e\u0901 \u0906\u092a\u0915\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u0940 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0938\u092e\u093e\u0927\u093e\u0928 \u091a\u0941\u0928\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u0941\u091b \u0938\u0941\u091d\u093e\u0935 \u0926\u093f\u090f \u0917\u090f \u0939\u0948\u0902:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-understand-your-needs\">1. \u0905\u092a\u0928\u0940 \u091c\u093c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u094b \u0938\u092e\u091d\u0947\u0902<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0939\u0940 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u091a\u0941\u0928\u0928\u0947 \u0915\u093e \u092a\u0939\u0932\u093e \u0915\u0926\u092e \u0905\u092a\u0928\u0940 \u091c\u093c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u094b \u0938\u092e\u091d\u0928\u093e \u0939\u0948\u0964 \u0906\u092a\u0915\u0947 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0932\u0915\u094d\u0937\u094d\u092f \u0915\u094d\u092f\u093e \u0939\u0948\u0902? \u0906\u092a \u0915\u093f\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0915\u093e\u092e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902? \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u092e\u0947\u0902 \u0915\u094c\u0928-\u0915\u094c\u0928 \u0938\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0901 \u0939\u094b\u0928\u0940 \u091a\u093e\u0939\u093f\u090f? \u090f\u0915 \u092c\u093e\u0930 \u091c\u092c \u0906\u092a\u0915\u094b \u0905\u092a\u0928\u0940 \u091c\u093c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u0940 \u092c\u0947\u0939\u0924\u0930 \u0938\u092e\u091d \u0939\u094b \u091c\u093e\u090f, \u0924\u094b \u0906\u092a \u0935\u093f\u0915\u0932\u094d\u092a\u094b\u0902 \u0915\u094b \u0938\u0940\u092e\u093f\u0924 \u0915\u0930\u0928\u093e \u0936\u0941\u0930\u0942 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-compare-different-solutions-for-financial-planning\">2. \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u0915\u0930\u0947\u0902<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u092c\u093e\u0930 \u091c\u092c \u0906\u092a\u0915\u0947 \u092a\u093e\u0938 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u0940 \u0938\u0942\u091a\u0940 \u0939\u094b, \u0924\u094b \u0909\u0928\u094d\u0939\u0947\u0902 \u090f\u0915 \u0938\u093e\u0925 \u0924\u0941\u0932\u0928\u093e \u0915\u0930\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u0906\u092a\u0915\u094b \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0938\u092e\u093e\u0927\u093e\u0928 \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0940 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0914\u0930 \u0906\u092a\u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u094b\u0928\u0947 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u092c\u0947\u0939\u0924\u0930 \u0938\u092e\u091d \u092e\u093f\u0932\u0947\u0917\u0940\u0964 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0926\u0947\u0936 \u092e\u0947\u0902 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0909\u092a-\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0935\u0930\u094d\u0917 \u0915\u093e \u0905\u092a\u0928\u093e \u092b\u093f\u0928\u091f\u0947\u0915 \u0935\u093f\u0936\u0947\u0937\u091c\u094d\u091e \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948, \u0907\u0938\u0932\u093f\u090f \u0906\u092a\u0915\u094b \u092f\u0925\u093e\u0936\u0940\u0918\u094d\u0930 \u0924\u0941\u0932\u0928\u093e \u0915\u0930\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-ask-for-recommendations-to-other-financial-advisors\">3. \u0905\u0928\u094d\u092f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u0940 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u092e\u093e\u0902\u0917\u0947\u0902<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0939\u0940 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0938\u092e\u093e\u0927\u093e\u0928 \u0916\u094b\u091c\u0928\u0947 \u0915\u093e \u090f\u0915 \u0914\u0930 \u0936\u093e\u0928\u0926\u093e\u0930 \u0924\u0930\u0940\u0915\u093e \u0939\u0948 \u0905\u092a\u0928\u0947 \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u0947 \u0905\u0928\u094d\u092f \u0935\u094d\u092f\u0935\u0938\u093e\u092f\u094b\u0902 \u0938\u0947 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u092e\u093e\u0902\u0917\u0928\u093e\u0964 \u0909\u0928\u094d\u0939\u0947\u0902 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092d\u0935 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948 \u0914\u0930 \u0935\u0947 \u0906\u092a\u0915\u094b \u0938\u0939\u0940 \u0926\u093f\u0936\u093e \u0926\u093f\u0916\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-trial-different-wealth-management-solutions\">4. \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u092e\u093e\u0927\u093e\u0928 \u0906\u091c\u093c\u092e\u093e\u090f\u0901<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u0902\u0924 \u092e\u0947\u0902, \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u093e \u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0928 \u0921\u0930\u0947\u0902\u0964 \u0915\u0908 \u0938\u092e\u093e\u0927\u093e\u0928 \u092e\u0941\u092b\u094d\u0924 \u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u092f\u093e \u0921\u0947\u092e\u094b \u0938\u0902\u0938\u094d\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0924\u093e\u0915\u093f \u0906\u092a \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927 \u0939\u094b\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947 \u0909\u0928\u0915\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u0915\u0930 \u0938\u0915\u0947\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u091f\u0940\u092e \u0906\u092a\u0915\u0947 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092e\u0949\u0921\u0932\u094b\u0902, \u091c\u094b\u0916\u093f\u092e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902, \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u092a\u0930 \u091a\u0930\u094d\u091a\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092a\u094d\u0930\u0938\u0928\u094d\u0928 \u0939\u094b\u0917\u0940\u0964, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b8%e0%a5%8d%e0%a4%b5%e0%a4%9a%e0%a4%be%e0%a4%b2%e0%a4%a8-%e0%a4%89%e0%a4%aa%e0%a4%95%e0%a4%b0%e0%a4%a3\/\" target=\"_blank\" rel=\"noopener\" title=\"\u0915\u0943\u0924\u094d\u0930\u093f\u092e \u0939\u094b\u0936\u093f\u092f\u093e\u0930\u0940\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"327\">\u0915\u0943\u0924\u094d\u0930\u093f\u092e \u0939\u094b\u0936\u093f\u092f\u093e\u0930\u0940<\/a> \u0938\u092e\u0930\u094d\u0925\u0928\u2026<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1024x683.jpg\" alt=\"\u0926\u094b \u0906\u0926\u092e\u0940 \u090f\u0915 \u0926\u0942\u0938\u0930\u0947 \u0915\u0947 \u0938\u093e\u092e\u0928\u0947 \u0916\u0921\u093c\u0947 \u0939\u094b\u0915\u0930 \u0939\u093e\u0925 \u092e\u093f\u0932\u093e\u0924\u0947 \u0939\u0941\u090f \u092e\u0941\u0938\u094d\u0915\u0941\u0930\u093e \u0930\u0939\u0947 \u0939\u0948\u0902\u0964\" class=\"wp-image-34694\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-when-selected-what-are-the-integration-best-practices\">3. \u091c\u092c \u091a\u092f\u0928\u093f\u0924 \u0939\u094b: \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0905\u092d\u094d\u092f\u093e\u0938 \u0915\u094d\u092f\u093e \u0939\u0948\u0902?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u090f\u0901<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u092c\u093e\u0930 \u091c\u092c \u0906\u092a \u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u0940 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u093e \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u091a\u0941\u0928 \u0932\u0947\u0924\u0947 \u0939\u0948\u0902, \u0924\u094b \u0907\u0938\u0947 \u0905\u092a\u0928\u0947 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u092e\u0947\u0902 \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0915\u0941\u091b \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u0913\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-train-your-team\">1. \u0905\u092a\u0928\u0940 \u091f\u0940\u092e \u0915\u094b \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u093f\u0924 \u0915\u0930\u0947\u0902<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948 \u0915\u093f \u0906\u092a \u0905\u092a\u0928\u0940 \u091f\u0940\u092e \u0915\u094b \u0928\u090f \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u093e \u0938\u0939\u0940 \u0924\u0930\u0940\u0915\u0947 \u0938\u0947 \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u093e \u0938\u093f\u0916\u093e\u090f\u0901\u0964 \u0907\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0917\u093e \u0915\u093f \u0939\u0930 \u0915\u094b\u0908 \u0907\u0938\u0947 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u0907\u0938\u094d\u0924\u0947\u092e\u093e\u0932 \u0915\u0930 \u0930\u0939\u093e \u0939\u0948 \u0914\u0930 \u0907\u0938\u0915\u0940 \u0938\u092d\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u0942\u0930\u093e \u0932\u093e\u092d \u0909\u0920\u093e \u0930\u0939\u093e \u0939\u0948\u0964 \u0939\u092e \u092e\u093e\u0928\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u090f\u0915 MVP: \u0928\u094d\u092f\u0942\u0928\u0924\u092e \u0935\u094d\u092f\u0935\u0939\u093e\u0930\u094d\u092f \u0909\u0924\u094d\u092a\u093e\u0926, \u091c\u093f\u0938\u0947 \u0906\u092a \u091c\u0932\u094d\u0926\u0940 \u0938\u0947 \u0909\u092a\u092f\u094b\u0917 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902: \u0939\u094b\u0928\u093e \u092c\u0947\u0939\u0924\u0930 \u0939\u0948, \u092c\u091c\u093e\u092f \u090f\u0915 \u0935\u093f\u0936\u093e\u0932 \u092f\u094b\u091c\u0928\u093e \u0915\u0947 \u091c\u093f\u0938\u092e\u0947\u0902 \u0926\u0938\u093f\u092f\u094b\u0902 \u0939\u091c\u093c\u093e\u0930 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901 \u0939\u094b\u0902 \u0914\u0930 \u091c\u093f\u0938\u0947 \u0915\u094b\u0908 \u092d\u0940 \u0928\u0939\u0940\u0902 \u092e\u093e\u0928\u0947\u0917\u093e\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-use-it-as-intended-to-create-value-for-investors\">2. \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u0942\u0932\u094d\u092f \u0938\u0943\u091c\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0907\u0938\u0915\u093e \u0907\u091a\u094d\u091b\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0947\u0902\u0964<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u0935\u0938\u093e\u092f\u094b\u0902 \u0926\u094d\u0935\u093e\u0930\u093e \u0915\u0940 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u090f\u0915 \u0906\u092e \u0917\u0932\u0924\u0940 \u092f\u0939 \u0939\u0948 \u0915\u093f \u0935\u0947 \u0928\u090f \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0909\u0928 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u091c\u093f\u0928\u0915\u0947 \u0932\u093f\u090f \u0907\u0938\u0947 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0928\u0939\u0940\u0902 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0925\u093e\u0964 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0947\u0902 \u0915\u093f \u0906\u092a \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0907\u091a\u094d\u091b\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902 \u0924\u093e\u0915\u093f \u0906\u092a \u0907\u0938\u0938\u0947 \u0905\u0927\u093f\u0915\u0924\u092e \u0932\u093e\u092d \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930 \u0938\u0915\u0947\u0902\u0964 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094b \u0915\u093f\u0938\u0940 \u092d\u0940 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u0915\u0947 \u0932\u093f\u090f \u0932\u091a\u0940\u0932\u093e \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f \u0914\u0930 \u0909\u0928 \u0935\u094d\u092f\u0935\u0939\u093e\u0930\u094b\u0902 \u0915\u094b \u0915\u0948\u092a\u094d\u091a\u0930 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f \u091c\u093f\u0928 \u092a\u0930 \u0906\u092a \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u091a\u0930\u094d\u091a\u093e \u0915\u0930\u0928\u0947 \u0915\u0940 \u0909\u092e\u094d\u092e\u0940\u0926 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902: \u0915\u094d\u0930\u093f\u092a\u094d\u091f\u094b, <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a8%e0%a4%bf%e0%a4%9c%e0%a5%80-%e0%a4%87%e0%a4%95%e0%a5%8d%e0%a4%b5%e0%a4%bf%e0%a4%9f%e0%a5%80-%e0%a4%ab%e0%a4%82%e0%a4%a1-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%b6%e0%a4%be%e0%a4%b8%e0%a4%a8\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1046\">\u0928\u093f\u091c\u0940 \u0907\u0915\u094d\u0935\u093f\u091f\u0940<\/a> \u0938\u094c\u0926\u0947, \u0930\u093f\u092f\u0932 \u090f\u0938\u094d\u091f\u0947\u091f, \u0921\u0940\u092a\u0940\u090f\u092e, \u0916\u0930\u094d\u091a \u0915\u0930\u0928\u0947 \u0915\u0940 \u0906\u0926\u0924\u0947\u0902, \u091c\u094b\u0916\u093f\u092e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928, \u091f\u0948\u0915\u094d\u0938 \u0939\u093e\u0930\u094d\u0935\u0947\u0938\u094d\u091f\u093f\u0902\u0917, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u0928\u2026<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-the-api\">3.\u090f\u092a\u0940\u0906\u0908<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">API \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0906\u092a\u0915\u0947 \u0930\u094b\u092c\u094b \u090f\u0921\u0935\u093e\u0907\u091c\u093c\u0930 \u091f\u0942\u0932, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b, \u092c\u0948\u0902\u0915 \u0914\u0930 \u0915\u0938\u094d\u091f\u094b\u0921\u093f\u092f\u0928 \u092b\u0940\u0921\u094d\u0938 \u0915\u094b \u090f\u0915 \u0938\u093e\u0925 \u091c\u094b\u0921\u093c\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u090f\u0915 \u0906\u0927\u0941\u0928\u093f\u0915 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902, \u0906\u092a\u0915\u094b \u0906\u0927\u0941\u0928\u093f\u0915 API \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964 InvestGlass \u091f\u0940\u092e \u0905\u0928\u094d\u092f CRM \u0938\u093f\u0938\u094d\u091f\u092e \u092f\u093e \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0938\u0947 \u091c\u0941\u0921\u093c \u0938\u0915\u0924\u0940 \u0939\u0948, \u0932\u0947\u0915\u093f\u0928 \u0927\u094d\u092f\u093e\u0928 \u0930\u0916\u0947\u0902 \u0915\u093f \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0928\u092f\u093e \u0915\u0928\u0947\u0915\u094d\u0936\u0928 \u0935\u093f\u092b\u0932\u0924\u093e \u0915\u093e \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u092c\u093f\u0902\u0926\u0941 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-best-practices-when-integrating-advisor-technology-into-your-business\">4. \u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u092e\u0947\u0902 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0924\u0915\u0928\u0940\u0915 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u090f\u0901<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0916\u0948\u0930\u2026 InvestGlass \u092c\u0947\u0936\u0915\u2026 \u0939\u092e\u0928\u0947 \u092a\u0942\u0930\u094d\u0935-\u0928\u093f\u0930\u094d\u092e\u093f\u0924 \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u0940 \u092c\u0926\u094c\u0932\u0924 \u092e\u093e\u0928\u0935\u0940\u092f \u0939\u0938\u094d\u0924\u0915\u094d\u0937\u0947\u092a \u0915\u094b \u0915\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092a\u0930\u093f\u092a\u0942\u0930\u094d\u0923 CRM \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u092c\u0928\u093e\u0908\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ae%e0%a4%a8%e0%a5%80-%e0%a4%b2%e0%a5%89%e0%a4%a8%e0%a5%8d%e0%a4%a1%e0%a5%8d%e0%a4%b0%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%b5%e0%a4%bf%e0%a4%b0%e0%a5%8b%e0%a4%a7%e0%a5%80-%e0%a4%85%e0%a4%ad\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2433\">\u0915\u0943\u0924\u094d\u0930\u093f\u092e \u0939\u094b\u0936\u093f\u092f\u093e\u0930\u0940<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0943\u0924\u094d\u0930\u093f\u092e \u092c\u0941\u0926\u094d\u0927\u093f\u092e\u0924\u094d\u0924\u093e \u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f MIFID \u0914\u0930 FIDLEG LSIN \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u092e\u0947\u0902 \u0924\u094d\u0930\u0941\u091f\u093f\u092f\u094b\u0902 \u0915\u094b \u0915\u092e \u0915\u0930\u0928\u093e \u0939\u0948\u0964 \u0906\u091c \u0915\u0940 \u0926\u0941\u0928\u093f\u092f\u093e \u092e\u0947\u0902, \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u0939\u094b\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u092a\u0915\u094b AI \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u093e \u0939\u0940 \u0939\u094b\u0917\u093e\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u090f\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0926\u094d\u0935\u093e\u0930\u093e \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0938\u093e\u092e\u0917\u094d\u0930\u0940 \u0915\u0947 \u0935\u093f\u0924\u0930\u0923 \u0915\u094b \u0938\u0941\u0917\u092e \u092c\u0928\u093e\u0928\u093e \u092f\u093e InvestGlass \u0938\u0947 \u092c\u0928\u093e\u090f \u0917\u090f \u0930\u094b\u092c\u094b \u090f\u0921\u0935\u093e\u0907\u091c\u093c\u0930 \u092b\u0949\u0930\u094d\u092e \u0915\u094b \u0938\u093e\u091d\u093e \u0915\u0930\u0928\u093e \u0939\u0948\u0964 \u092f\u0939\u093e\u0901 \u0906\u092a \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092e\u0948\u0902\u0921\u0947\u091f \u0915\u0947 \u0938\u094d\u0935-\u0928\u093f\u0930\u094d\u0927\u093e\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f \u092c\u0928\u093e\u092f\u093e \u0917\u092f\u093e \u090f\u0915 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https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france.png 1500w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0926\u094d\u0935\u093e\u0930\u093e \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-final-thoughts-on-advisor-technology-and-automations\">5. \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u092a\u0930 \u0905\u0902\u0924\u093f\u092e \u0935\u093f\u091a\u093e\u0930<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u0924\u093f\u092d\u093e\u0913\u0902 \u0915\u0940 \u0915\u092e\u0940, \u092e\u0939\u0901\u0917\u093e\u0908 \u0914\u0930 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\u0915\u0930\u0947 \u0914\u0930 \u0906\u092a\u0915\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u094b \u092c\u0922\u093c\u093e\u0928\u0947 \u092e\u0947\u0902 \u0906\u092a\u0915\u0940 \u092e\u0926\u0926 \u0915\u0930\u0947\u0964 InvestGlass \u092e\u0947\u0902, \u0939\u092e \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0938\u092b\u0932 \u0939\u094b\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0928\u0935\u0940\u0928\u0924\u092e \u0924\u0915\u0928\u0940\u0915 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u0930\u0916\u0924\u0947 \u0939\u0948\u0902\u0964 \u0939\u092e\u093e\u0930\u0940 \u091f\u0940\u092e \u0915\u0947 \u092a\u093e\u0938 \u0907\u0938 \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902 \u0935\u0930\u094d\u0937\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092d\u0935 \u0939\u0948 \u0914\u0930 \u0935\u0939 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0938\u0902\u092d\u0935 \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u092e\u0930\u094d\u092a\u093f\u0924 \u0939\u0948\u0964 \u0939\u092e \u0915\u0908 \u0924\u0930\u0939 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u091c\u094b \u0938\u092d\u0940 \u0906\u0915\u093e\u0930 \u0915\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u0947 \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u093e \u0905\u0927\u093f\u0915\u0924\u092e \u0932\u093e\u092d \u0909\u0920\u093e\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930 \u0938\u0915\u0924\u0940 \u0939\u0948\u0902\u0964 \u0906\u091c \u0939\u0940 \u0939\u092e\u0938\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0930\u0947\u0902 \u0914\u0930 \u091c\u093e\u0928\u0947\u0902 \u0915\u093f \u0939\u092e \u0905\u092a\u0928\u0940 \u0928\u0935\u0940\u0928 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0906\u092a\u0915\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u094b \u092c\u0922\u093c\u093e\u0928\u0947 \u092e\u0947\u0902 \u0915\u0948\u0938\u0947 \u092e\u0926\u0926 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u092a\u0928\u0940 \u0935\u0943\u0926\u094d\u0927\u093f \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0930\u0916\u0947\u0902!  InvestGlass \u0915\u0940 \u0928\u0908 \u0924\u0915\u0928\u0940\u0915 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092f\u0939\u093e\u0901 \u0939\u0948!<\/p>","protected":false},"excerpt":{"rendered":"<p>In today&#8217;s financial landscape, technology plays a critical role in enhancing advisor efficiency and client satisfaction. Yet, advisors often struggle with technological fragmentation 57%\u00a0of financial firms report the lack of integration between different software solutions as a major productivity barrier To overcome these challenges, firms must prioritize technologies that easily integrate, streamline operations, and improve [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34708,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[303],"class_list":["post-34707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-investment-advisor-technology"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Best Practices When Integrating Advisor Technology | InvestGlass<\/title>\n<meta name=\"description\" content=\"In today&#039;s financial landscape, technology plays a critical role in enhancing advisor efficiency and client satisfaction. 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