Solve your current pain points with our award-winning solutions.
Increase automation with our modern wealth platform.
The leading end-to-end wealth management platform.
Our team works to anticipate and surpass our clients’ expectations.
Merge our open, integrated platform and its solutions into your tech stack.
The #1 reason advisors switch firms is the desire for better technology.
Advisor360° : Jan 10, 2023 4:27:18 PM
In this 60-minute webinar, panelists discuss the biggest challenges advisors face with their current technology setups and the difference between wanted tech and needed tech. They explore the “right” level of autonomy clients should possess along with the communications and technology expectations of younger clients.