Beyond the Portfolio: How Thoughtful Platform Design Helps Advisors Shine
The connection between advisors and clients is built on conversations that go beyond the numbers. Thoughtful technology and mindful design can...
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Wednesday, March 2, 2022
3:00 P.M.—3:45 P.M.
The sheer volume of wealth management information and data sources is growing exponentially. How can wealth managers navigate complex data environments to anticipate future events, make good decisions, and communicate effectively without industry-wide data standards?
In The Future of Wealth Data webinar hosted in partnership with the Financial Services Institute, I’ll discuss the challenges of making wealth data consistent across hundreds of sources and ideas on rethinking the data life cycle, including:
The connection between advisors and clients is built on conversations that go beyond the numbers. Thoughtful technology and mindful design can...
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
Picture this: You’re prepping for a client meeting—switching between several systems at once to locate client details, account balances, and...