The Productivity Edge: Streamlining the Advisor Workload

Webinar recap

• Challenges in wealth management: Addressing issues in advisor satisfaction, recruitment, efficiency, and compliance, stressing the need for optimized tech stacks.
• Advisor360° platform features: Detailing Advisor360°’s tools for portfolio management, reporting, contact management, planning, and onboarding, all unified to boost productivity.
• Importance of modular solutions: Emphasizing modular, customizable solutions for seamless integration and gradual transition to holistic wealth management.
• Value of a unified experience: Highlighting the essential role of a unified tech experience in enhancing advisor workflow, client satisfaction, and firm growth with Advisor360°.

Webinar details

Following a successful INSITE 2024 Conference, Advisor360° opted to continue the conversation on vertically integrated platforms with our upcoming webinar—The Productivity Edge: Streamlining the Advisor Workload.

Watch this recap video for a brief, high-level demonstration showcasing how Advisor360° can seamlessly integrate with your current technology stack and enhance advisor productivity.

Speakers

Eric Esfahanian, VP of Enterprise Sales

Jennifer Sawan, Senior Director of Sales Engineering & Operations

Michael Hanson, Sales Engineer