Hear industry experts discuss the recent innovations in performance reporting, analytics, and wealth management solutions.
| | Sponsor content from Addepar | |
| Sponsor content from Addepar |
| Hello Voornaam, In today’s unpredictable environment, the adoption of new technology has moved from a luxury to a necessity. Legacy systems can hamper firms forced to grow their books of business virtually due to Covid-19. Unfortunately, finding the right technology platform to fuel your growth isn’t easy. Join us for a May 20th webinar to hear industry experts discuss the recent innovations in performance reporting, analytics, and wealth management solutions. Get answers to key questions:
What are the market trends affecting technology development? How should firms evaluate their technology needs? What makes a tech solution right for you? When should you consider an open, partner-driven approach versus an all-in-one solution? |
| | Matt Saunders | Product Marketing Manager
Addepar | | (Speaker) |
| | | Cameron Sheehan | Head of Business Development & Account Management
Addepar | | (Speaker) |
| | | Dennis Gallant | Research Director
Aite Group | | (Speaker) |
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| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | Matt Saunders | Product Marketing Manager
Addepar | | (Speaker) |
| | | Cameron Sheehan | Head of Business Development & Account Management
Addepar | | (Speaker) |
| | | Dennis Gallant | Research Director
Aite Group | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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