Download this case study and learn how Sargent Investment Group leveraged technology to support a business model that would give them true freedom to do better by their clients, after making the transition to independence.
![Portfolio Accounting](/sites/default/files/image/2023-04/Menu%3DPortAccount.png)
Advisor Tech
Advisor Tech
Case Studies
Download this case study and learn how Sargent Investment Group leveraged technology to support a business model that would give them true freedom to do better by their clients, after making the transition to independence.