{"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":"%ec%96%b4%eb%93%9c%eb%b0%94%ec%9d%b4%ec%a0%80-%ea%b8%b0%ec%88%a0-%ed%86%b5%ed%95%a9-%ec%8b%9c-%eb%aa%a8%eb%b2%94-%ec%82%ac%eb%a1%80","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/best-practices-when-integrating-advisor-technology\/","title":{"rendered":"<strong>Advisor \uae30\uc220 \ud1b5\ud569 \uc2dc \ubaa8\ubc94 \uc0ac\ub840<\/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\uc758 \uae08\uc735 \ud68c\uc0ac\uac00 \uc11c\ub85c \ub2e4\ub978 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc194\ub8e8\uc158 \uac04\uc758 \ud1b5\ud569 \ubd80\uc871\uc744 \uc8fc\uc694 \uc0dd\uc0b0\uc131 \uc7a5\uc560\ubb3c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubb38\uc81c\ub97c \uadf9\ubcf5\ud558\ub824\uba74 \uae30\uc5c5\uc740 \uc27d\uac8c \ud1b5\ud569\ud558\uace0 \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uba70 \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \uae30\uc220\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\uc5b4\uc57c \ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc62c\ubc14\ub978 \uae30\uc220 \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud558\uace0 \uadf8 \ud6a8\uacfc\ub97c \uadf9\ub300\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\ub294 \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc18c\uac1c\ud569\ub2c8\ub2e4.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220\uc774\ub780 \ubb34\uc5c7\uc774\uba70 \uc65c \ud544\uc694\ud55c\uac00\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. \ud22c\uc790 \uc790\ubb38 \uae30\uc220 \uc120\ud0dd \ubc29\ubc95<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc801\ud569\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220 \uc720\ud615\uc744 \uc120\ud0dd\ud558\ub294 \ubc29\ubc95 3.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220\uc744 \ube44\uc988\ub2c8\uc2a4\uc5d0 \ud1b5\ud569\ud560 \ub54c\uc758 \ubaa8\ubc94 \uc0ac\ub840 4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220\uc5d0 \ub300\ud55c \ucd5c\uc885 \uc0dd\uac01<\/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=\"\uc758\uc790\uc5d0 \uc549\uc544\uc788\ub294 \ub450 \uc5ec\uc131\" 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. \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220\uc774\ub780 \ubb34\uc5c7\uc774\uba70 \uc65c \ud544\uc694\ud55c\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uacfc \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uae30 \uc704\ud574 CRM\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uae54\ub054\ud55c CRM\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uccb4\uacc4\uc801\uc73c\ub85c \uad00\ub9ac\ud558\uace0 \uace0\uac1d\uc5d0\uac8c \ucd5c\uc0c1\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. CRM\uc740 \uc774\uba54\uc77c, \uc804\ud654 \ud1b5\ud654, \ud68c\uc758 \ubc0f \uc791\uc5c5 \ucd94\uc801 \ub4f1 \ub2e4\uc591\ud55c \uc6a9\ub3c4\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc911\uc5d0\ub294 \ub2e4\uc591\ud55c \uc720\ud615\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220\uc774 \ub098\uc640 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uc7a5 \uc778\uae30 \uc788\ub294 \uae30\uc220\ub85c\ub294 CRM \uc2dc\uc2a4\ud15c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub3c4\uad6c, \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \uc801\ud569\uc131 \ubc0f \uc801\uc815\uc131 \ubd84\uc11d\uc744 \uc704\ud55c KYC \ub370\uc774\ud130\uc640 \ud2b9\uc815 \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\ub294 \uacf3\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-to-select-an-investment-advisor-technology\">2. \ud22c\uc790 \uc790\ubb38 \uae30\uc220 \uc120\ud0dd \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc911\uc5d0\ub294 \ub2e4\uc591\ud55c \uc720\ud615\uc758 \ud22c\uc790 \uc790\ubb38 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uc7a5 \uc778\uae30 \uc788\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c\ub294 CRM \uc2dc\uc2a4\ud15c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub3c4\uad6c, \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac01 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc194\ub8e8\uc158\uc5d0\ub294 \ube44\uc988\ub2c8\uc2a4\uc5d0 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub294 \uace0\uc720\ud55c \uae30\ub2a5\uacfc \uc774\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc988\ub2c8\uc2a4\uc5d0 \uc801\ud569\ud55c \uc720\ud615\uc758 \ud22c\uc790 \uc790\ubb38 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uc5b4\ub824\uc6b4 \uc791\uc5c5\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc591\ud55c \uc635\uc158\uc774 \uc788\uc73c\uba70, \uac01 \uc635\uc158\ub9c8\ub2e4 \uace0\uc720\ud55c \uae30\ub2a5\uacfc \uc774\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c\uc740 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc801\ud569\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\ub294 \uba87 \uac00\uc9c0 \ud301\uc785\ub2c8\ub2e4:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-understand-your-needs\">1. \uace0\uac1d\uc758 \uc694\uad6c \uc0ac\ud56d \uc774\ud574<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ubc14\ub978 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\uae30 \uc704\ud55c \uccab \ubc88\uc9f8 \ub2e8\uacc4\ub294 \uc694\uad6c \uc0ac\ud56d\uc744 \uc774\ud574\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \ube44\uc988\ub2c8\uc2a4 \ubaa9\ud45c\ub294 \ubb34\uc5c7\uc778\uac00\uc694? \uc5b4\ub5a4 \uc720\ud615\uc758 \uace0\uac1d\uacfc \ud568\uaed8 \uc791\uc5c5\ud558\ub098\uc694? \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \uc5b4\ub5a4 \uae30\ub2a5\uc774 \ud544\uc694\ud55c\uac00\uc694? \uc694\uad6c \uc0ac\ud56d\uc744 \ub354 \uc798 \uc774\ud574\ud558\uba74 \uc635\uc158\uc758 \ubc94\uc704\ub97c \uc881\ud790 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-compare-different-solutions-for-financial-planning\">2. \uc7ac\ubb34 \uacc4\ud68d\uc744 \uc704\ud55c \ub2e4\uc591\ud55c \uc194\ub8e8\uc158 \ube44\uad50<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac\uc801\uc778 \uc194\ub8e8\uc158 \ubaa9\ub85d\uc774 \uc791\uc131\ub418\uc5c8\ub2e4\uba74 \uc774\ub97c \ub098\ub780\ud788 \ube44\uad50\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uac01 \uc194\ub8e8\uc158\uc774 \uc81c\uacf5\ud558\ub294 \uae30\ub2a5\uacfc \uc694\uad6c \uc0ac\ud56d\uc744 \uc5b4\ub5bb\uac8c \ube44\uad50\ud558\ub294\uc9c0 \ub354 \uc798 \uc774\ud574\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uad6d\uac00\ub9c8\ub2e4 \ud558\uc704 \uc790\uc0b0 \ud074\ub798\uc2a4\ub9c8\ub2e4 \ud540\ud14c\ud06c \uc804\ubb38\uac00\uac00 \uc788\uc744 \uc218 \uc788\uc73c\ubbc0\ub85c \uac00\ub2a5\ud55c \ud55c \ube68\ub9ac \ube44\uad50\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-ask-for-recommendations-to-other-financial-advisors\">3. \ub2e4\ub978 \uc7ac\uc815 \uc790\ubb38\uac00\uc5d0\uac8c \ucd94\ucc9c \uc694\uccad\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc801\ud569\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc194\ub8e8\uc158\uc744 \ucc3e\ub294 \ub610 \ub2e4\ub978 \uc88b\uc740 \ubc29\ubc95\uc740 \ub3d9\uc885 \uc5c5\uacc4\uc758 \ub2e4\ub978 \ube44\uc988\ub2c8\uc2a4\uc5d0 \ucd94\ucc9c\uc744 \uc694\uccad\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \ub2e4\uc591\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc194\ub8e8\uc158\uc744 \uc0ac\uc6a9\ud574 \ubcf8 \uacbd\ud5d8\uc774 \uc788\ub294 \uc5c5\uccb4\ub77c\uba74 \uc62c\ubc14\ub978 \ubc29\ud5a5\uc744 \uc81c\uc2dc\ud574 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-trial-different-wealth-management-solutions\">4. \ub2e4\uc591\ud55c \uc790\uc0b0 \uad00\ub9ac \uc194\ub8e8\uc158 \uccb4\ud5d8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uacb0\uc815\uc744 \ub0b4\ub9ac\uae30 \uc804\uc5d0 \ub2e4\uc591\ud55c \uc194\ub8e8\uc158\uc744 \uc2dc\ud5d8 \uc0ac\uc6a9\ud574 \ubcf4\ub294 \uac83\uc744 \ub450\ub824\uc6cc\ud558\uc9c0 \ub9c8\uc138\uc694. \ub9ce\uc740 \uc194\ub8e8\uc158\uc774 \ubb34\ub8cc \ud3c9\uac00\ud310 \ub610\ub294 \ub370\ubaa8 \ubc84\uc804\uc744 \uc81c\uacf5\ud558\ubbc0\ub85c \uc57d\uc815\ud558\uae30 \uc804\uc5d0 \uae30\ub2a5\uc744 \ud14c\uc2a4\ud2b8\ud574 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud300\uc774 \uadc0\uc0ac\uc758 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378, \uc704\ud5d8 \ud3c9\uac00 \uc694\uac74, \uc131\uacfc \ubcf4\uace0\uc5d0 \ub300\ud574 \uae30\uaebc\uc774 \ub17c\uc758\ud574 \ub4dc\ub9ac\uaca0\uc2b5\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%eb%8f%99%ed%99%94-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\uc778\uacf5 \uc9c0\ub2a5\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"327\">\uc778\uacf5 \uc9c0\ub2a5<\/a> \uc9c0\uc6d0...<\/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=\"\uc545\uc218\ud558\uba70 \uc6c3\ub294 \ub450 \ub0a8\uc790\uac00 \uc11c\ub85c \ub9c8\uc8fc\ubcf4\uace0 \uc788\ub294 \ubaa8\uc2b5\" 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. \uc120\ud0dd\ud55c \uacbd\uc6b0 - \ud1b5\ud569 \ubaa8\ubc94 \uc0ac\ub840\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uc790\ubb38 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ube44\uc988\ub2c8\uc2a4\uc5d0 \ud1b5\ud569\ud560 \ub54c\uc758 \ubaa8\ubc94 \uc0ac\ub840<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc988\ub2c8\uc2a4\uc5d0 \uc801\ud569\ud55c \uc720\ud615\uc758 \ud22c\uc790\uc790\ubb38 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud588\ub2e4\uba74, \uc6cc\ud06c\ud50c\ub85c\uc5d0 \ud1b5\ud569\ud560 \ub54c \uba87 \uac00\uc9c0 \ubaa8\ubc94 \uc0ac\ub840\ub97c \ub530\ub974\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-train-your-team\">1. \ud300 \uad50\uc721<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc62c\ubc14\ub974\uac8c \uc0ac\uc6a9\ud558\ub294 \ubc29\ubc95\uc5d0 \ub300\ud574 \ud300\uc6d0\ub4e4\uc744 \uad50\uc721\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uc0ac\uc6a9\ud558\uace0 \uae30\ub2a5\uc744 \ucd5c\ub300\ud55c \ud65c\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ubb34\ub3c4 \ub530\ub974\uc9c0 \uc54a\uc744 \uc218\ub9cc \uac1c\uc758 \ud504\ub85c\uc138\uc2a4\uac00 \ud3ec\ud568\ub41c \uac70\ub300\ud55c \uacc4\ud68d\ubcf4\ub2e4\ub294 \ube60\ub974\uac8c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294 \ucd5c\uc18c \uc2e4\ud589 \uac00\ub2a5\ud55c \uc81c\ud488(MVP)\uc744 \ub9cc\ub4dc\ub294 \uac83\uc774 \ub354 \ub0ab\ub2e4\uace0 \ubbff\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-use-it-as-intended-to-create-value-for-investors\">2. \ud22c\uc790\uc790\ub97c \uc704\ud55c \uac00\uce58 \ucc3d\ucd9c\uc744 \uc704\ud574 \uc758\ub3c4\ub300\ub85c \uc0ac\uc6a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc988\ub2c8\uc2a4\uc5d0\uc11c \ud754\ud788 \uc800\uc9c0\ub974\ub294 \uc2e4\uc218 \uc911 \ud558\ub098\ub294 \uc124\uacc4\ub418\uc9c0 \uc54a\uc740 \uc791\uc5c5\uc5d0 \uc0c8 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc0ac\uc6a9\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc758\ub3c4\ud55c \ub300\ub85c \uc0ac\uc6a9\ud558\uace0 \uc788\ub294\uc9c0 \ud655\uc778\ud558\uc5ec \ucd5c\ub300\ud55c\uc758 \uac00\uce58\ub97c \uc5bb\uc744 \uc218 \uc788\ub3c4\ub85d \ud558\uc138\uc694. \ud50c\ub7ab\ud3fc\uc740 \ubaa8\ub4e0 \uc720\ud615\uc758 \ud22c\uc790\uc5d0 \uc720\uc5f0\ud574\uc57c \ud558\uba70 \uace0\uac1d\uacfc \ub17c\uc758\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \ud589\ub3d9, \uc989 \uc554\ud638\ud654\ud3d0\ub97c \ud3ec\ucc29\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4, <a href=\"https:\/\/www.investglass.com\/ko\/%ec%82%ac%eb%aa%a8-%ed%8e%80%eb%93%9c-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1046\">\uc0ac\ubaa8 \ud380\ub4dc<\/a> \uac70\ub798, \ubd80\ub3d9\uc0b0, DPM, \uc9c0\ucd9c \uc2b5\uad00, \uc704\ud5d8 \ud3c9\uac00, \uc138\uae08 \uc9d5\uc218, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd5c\uc801\ud654...<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-the-api\">3. API<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">API\ub294 \ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800 \ub3c4\uad6c, \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc740\ud589, \uc218\ud0c1\uc790 \ud53c\ub4dc\ub97c \ubaa8\ub450 \uc5f0\uacb0\ud558\ub294 \ub370 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ucd5c\uc2e0 \uae08\uc735 \uc5b4\ub4dc\ubc14\uc774\uc800\ub77c\uba74 \ucd5c\uc2e0 API\ub97c \uc81c\uacf5\ubc1b\uc544\uc57c \ud569\ub2c8\ub2e4. InvestGlass \ud300\uc740 \ub2e4\ub978 CRM \uc2dc\uc2a4\ud15c\uc774\ub098 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c\uc5d0 \uc5f0\uacb0\ud560 \uc218 \uc788\uc9c0\ub9cc \uc0c8\ub85c\uc6b4 \uc5f0\uacb0\uc740 \uc7a0\uc7ac\uc801\uc778 \uc7a5\uc560 \uc9c0\uc810\uc774 \ub420 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \uc5fc\ub450\uc5d0 \ub450\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-best-practices-when-integrating-advisor-technology-into-your-business\">4. \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220\uc744 \ube44\uc988\ub2c8\uc2a4\uc5d0 \ud1b5\ud569\ud560 \ub54c\uc758 \ubaa8\ubc94 \uc0ac\ub840 4.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb3c\ub860... InvestGlass\ub294 \uc644\ubcbd\ud55c CRM \uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud558\uc5ec \uc0ac\uc804 \uad6c\ucd95\ub41c \ub355\ubd84\uc5d0 \uc0ac\ub78c\uc758 \uac1c\uc785\uc744 \uc904\uc600\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%ea%b8%88-%ec%84%b8%ed%83%81-%eb%b0%a9%ec%a7%80%ec%9d%98-%ed%8c%90%eb%8f%84%eb%a5%bc-%eb%b0%94%ea%be%b8%eb%8a%94-%ec%9d%b8%ea%b3%b5-%ec%a7%80%eb%8a%a5\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2433\">\uc778\uacf5 \uc9c0\ub2a5<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\uacf5\uc9c0\ub2a5\uc740 MIFID \ubc0f FIDLEG LSIN \uc791\uc5c5\uc5d0\uc11c \uc624\ub958\ub97c \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc624\ub298\ub0a0\uc758 \uc138\uacc4\uc5d0\uc11c \uc9c4\uc815\ud55c \uacbd\uc7c1\ub825\uc744 \uac16\ucd94\ub824\uba74 \uc778\uacf5\uc9c0\ub2a5\uc744 \ud65c\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc7ac\ubb34 \uace0\ubb38\uc774 \uc0dd\uc131\ud55c \ucf58\ud150\uce20\uc758 \ubc30\ud3ec\ub97c \uc6a9\uc774\ud558\uac8c \ud558\uac70\ub098 InvestGlass\uc5d0\uc11c \uad6c\ucd95\ud560 \uc218 \uc788\ub294 \ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc591\uc2dd\uc744 \uacf5\uc720\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \uace0\uac1d \ud3ec\ud138\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc704\uc784\uc744 \uc2a4\uc2a4\ub85c \uacb0\uc815\ud560 \uc218 \uc788\ub3c4\ub85d \uad6c\ucd95\ub41c \ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-1024x623.png\" alt=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\" class=\"wp-image-29062\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-1024x623.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-300x183.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-768x467.png 768w, 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\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-final-thoughts-on-advisor-technology-and-automations\">5. \uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220 \ubc0f \uc790\ub3d9\ud654\uc5d0 \ub300\ud55c \ucd5c\uc885 \uc0dd\uac01<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\uc7ac \ubd80\uc871\uacfc \ubb3c\uac00 \uc0c1\uc2b9, \uaddc\uc81c \uc900\uc218 \ube44\uc6a9\uc73c\ub85c \uc778\ud574 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\ub294 \uc140\ud504 \uc11c\ube44\uc2a4 \ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800, \ub514\uc9c0\ud138 \uc790\ubb38 \ud68c\uc0ac, \ucd5c\uc2e0 \uae08\uc735 \uae30\uc220\uc744 \ud1b5\ud574 \ub354 \ube60\ub974\uac8c \uc801\uc751\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\uc2dc\ub2e4\uc2dc\ud53c \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc801\ud569\ud55c \ud22c\uc790 \uc790\ubb38 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud560 \ub54c \uace0\ub824\ud574\uc57c \ud560 \uc0ac\ud56d\uc774 \ub9ce\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c \ud301\uc744 \ucc38\uace0\ud558\uc5ec \uc790\uc2e0\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uace0 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \ub3c4\uc6c0\uc774 \ub418\ub294 \uc62c\ubc14\ub978 \uc194\ub8e8\uc158\uc744 \ucc3e\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \ucd5c\uc2e0 \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc7ac\ubb34 \uace0\ubb38\uc774 \uc131\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \ub3d5\ub294 \uac83\uc744 \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud569\ub2c8\ub2e4. \uc800\ud76c \ud300\uc740 \uc5c5\uacc4\uc5d0\uc11c \ub2e4\ub144\uac04\uc758 \uacbd\ud5d8\uc744 \uc313\uc558\uc73c\uba70 \ucd5c\uc0c1\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uae30 \uc704\ud574 \ucd5c\uc120\uc744 \ub2e4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uaddc\ubaa8\uc758 \ube44\uc988\ub2c8\uc2a4\uac00 \ud22c\uc790\uc790\ubb38\uc0ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ucd5c\ub300\ud55c \ud65c\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \ub2e4\uc591\ud55c \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc9c0\uae08 \ubc14\ub85c \ubb38\uc758\ud558\uc5ec \ud601\uc2e0\uc801\uc778 \uc194\ub8e8\uc158\uc73c\ub85c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ub3c4\uc6b8 \uc218 \uc788\ub294 \ubc29\ubc95\uc744 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uc7a5\uc5d0 \uc9d1\uc911\ud558\uc138\uc694! \uc790\ubb38 \ud68c\uc0ac\ub97c \uc790\ub3d9\ud654\ud558\ub294 InvestGlass\uc758 \uc0c8\ub85c\uc6b4 \uae30\uc220\uc774 \ucd9c\uc2dc\ub418\uc5c8\uc2b5\ub2c8\ub2e4!<\/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. Yet, advisors often struggle\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/\uc5b4\ub4dc\ubc14\uc774\uc800-\uae30\uc220-\ud1b5\ud569-\uc2dc-\ubaa8\ubc94-\uc0ac\ub840\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Best Practices When Integrating Advisor Technology\" \/>\n<meta property=\"og:description\" content=\"In today&#039;s financial landscape, technology plays a critical role in enhancing advisor efficiency and client satisfaction. Yet, advisors often struggle\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uc5b4\ub4dc\ubc14\uc774\uc800-\uae30\uc220-\ud1b5\ud569-\uc2dc-\ubaa8\ubc94-\uc0ac\ub840\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-23T13:29:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-10T21:25:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/3r3snikjvna.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"6\ubd84\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220 \ud1b5\ud569 \uc2dc \ubaa8\ubc94 \uc0ac\ub840 | InvestGlass","description":"\uc624\ub298\ub0a0\uc758 \uae08\uc735 \ud658\uacbd\uc5d0\uc11c \uae30\uc220\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ud6a8\uc728\uc131\uacfc \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc885\uc885 \ub2e4\uc74c\uacfc \uac19\uc740 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc2b5\ub2c8\ub2e4.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ko\/\uc5b4\ub4dc\ubc14\uc774\uc800-\uae30\uc220-\ud1b5\ud569-\uc2dc-\ubaa8\ubc94-\uc0ac\ub840\/","og_locale":"ko_KR","og_type":"article","og_title":"Best Practices When Integrating Advisor Technology","og_description":"In today's financial landscape, technology plays a critical role in enhancing advisor efficiency and client satisfaction. Yet, advisors often struggle","og_url":"https:\/\/www.investglass.com\/ko\/\uc5b4\ub4dc\ubc14\uc774\uc800-\uae30\uc220-\ud1b5\ud569-\uc2dc-\ubaa8\ubc94-\uc0ac\ub840\/","og_site_name":"InvestGlass","article_published_time":"2022-09-23T13:29:01+00:00","article_modified_time":"2026-01-10T21:25:27+00:00","og_image":[{"width":1600,"height":1067,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/3r3snikjvna.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\uae00\uc4f4\uc774":"InvestGlass","\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04":"6\ubd84"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Best Practices When Integrating Advisor Technology","datePublished":"2022-09-23T13:29:01+00:00","dateModified":"2026-01-10T21:25:27+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/"},"wordCount":1073,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/3r3snikjvna.jpg","keywords":["Investment Advisor Technology"],"articleSection":["Article"],"inLanguage":"ko-KR","copyrightYear":"2022","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ko\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/","url":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/","name":"\uc5b4\ub4dc\ubc14\uc774\uc800 \uae30\uc220 \ud1b5\ud569 \uc2dc \ubaa8\ubc94 \uc0ac\ub840 | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/3r3snikjvna.jpg","datePublished":"2022-09-23T13:29:01+00:00","dateModified":"2026-01-10T21:25:27+00:00","description":"\uc624\ub298\ub0a0\uc758 \uae08\uc735 \ud658\uacbd\uc5d0\uc11c \uae30\uc220\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ud6a8\uc728\uc131\uacfc \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc885\uc885 \ub2e4\uc74c\uacfc \uac19\uc740 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc2b5\ub2c8\ub2e4.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#breadcrumb"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/"]}]},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/3r3snikjvna.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/3r3snikjvna.jpg","width":1600,"height":1067,"caption":"person holding white stylus pen"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"Best Practices When Integrating Advisor Technology"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"InvestGlass","description":"\uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ko-KR"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"InvestGlass","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"InvestGlass","image":{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ko\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/best-practices-when-integrating-advisor-technology\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/34707","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/comments?post=34707"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/34707\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media\/34708"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media?parent=34707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/categories?post=34707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/tags?post=34707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}