There are many ways for RIAs to go paperless these days, one of which is paperless onboarding. This technology aims to improve the way RIA firms collect and use data from new clients. Here’s what paperless onboarding entails.
Paperless onboarding is the process of welcoming new clients to your business without requiring all of the traditional paperwork.
While working from home, you need to have the right amount of resources and support to be productive. You need a functioning computer and sufficient internet bandwidth. But chances are, you’re not aware of the minimum internet bandwidth requirements needed to be fully productive while working away from the office.