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It’s hard to believe it is 2020. We have seen so much growth and change from a technology product perspective in our profession, yet perhaps not enough progress has been made for some systems. For example, back in 2010, desktop-based applications were fairly common in an advisor’s office. Now, almost everything is cloud based or some version of a “hybrid” type solution, leveraging installed components connected with a cloud environment.

Although you still might have desktop-based applications used by your firm for many services, now is a good time to think about the “state” of your overall technology environment and what your systems might require as we enter 2020 and beyond. No doubt this is a broad question, so here are some ideas on how to approach your ­evaluation.

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