Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
September 8, 2022
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2022/09/08/ep-157-dont-go-broke-tips-for-keeping-tech-vendors-in-line-with-jason-albino-grovepoint-financial/">Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode Transcript Come on […]</p>
<p>The post <a href="https://wealthtechtoday.com/2022/09/08/ep-157-dont-go-broke-tips-for-keeping-tech-vendors-in-line-with-jason-albino-grovepoint-financial/">Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>