Custodian Battles: How Heron Picked a Platform

Custodian Battles: How Heron Picked a Platform

Edwards firmly believes that Fidelity Clearing & Custody Solutions is the only custodian that can handle his business.

‘We chose to take what we call a best-of-breed approach, where we take the best custodian, the best customer relationship management system, the best financial planning tool and the best reporting tool,’ Edwards said. ‘We aggressively evaluate all of our vendors every three years and swap them out if they’re not keeping up.’

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Technology Solutions for Investment Management

Technology Solutions for Investment Management

David Edwards joined a panel discussion “Technology Solutions for Investment Management” this past Thursday February 7th at the IC Summit for RIAs in New York City.  Heron Wealth is recognized for leading the wealth advisory profession in adopting technology to enhance the client experience.

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