Some drivers of firm valuation are beyond the control of owners, but one is clearly not: technology.

Investment bankers and M&A specialists in the wealth management sector agree that technology is one of the key levers firms have to elevate their valuation. The right technology will not only help reduce operational overhead, but will also free up staff to focus on marketing and client cultivation, thus producing both cost savings and increased revenue potential. Our new whitepaper illustrates how an investment in a state-of-the-art technology platform can pay itself back many times over in the form of higher firm value.