Tools that expand your thinking. And advance careers.
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Tools that expand your thinking.
And advance careers.

Web Seminar Transforming finance with efficient client-centric workflows →

Report Embracing change: How digitisation is shaping asset management →

Case Study How a strategic change led to a transition in 90 days →

WEB SEMINAR

Transforming finance with efficient client-centric workflows

Wednesday Aug 28, 2024 11 a.m. EST / 8 a.m. PT


Join experts from ShareFile for a discussion on automated workflows and how they can improve productivity and process efficiency.

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REPORT

Embracing change:
How digitisation is shaping asset management

Download our new research report powered by Pitchbook that looks at the evolving digital landscape of asset management. 

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CASE STUDY

How a strategic change led to a transition in 90 days

Read on to see why Sound Financial decided to switch—and how their practice has grown since making the leap. 

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