Whitepaper: Unlocking the power of investment management

As wealth managers or RIAs experience growth amid industry changes, they face a crucial decision: managing investments internally or outsourcing to a third party. Understanding when to opt for either approach is crucial.

In this whitepaper, you will explore the pros and cons of insourcing versus outsourcing. Several topics addressed between the two options include:

• Scalability and efficiency
• Personalization and customizations
• Client onboarding