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View in browser RESOURCE CENTER 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. REGISTER NOW SPONSOR CONTENT FROM SHAREFILE 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. DOWNLOAD NOW SPONSOR CONTENT FROM APEX 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. DOWNLOAD NOW SPONSOR CONTENT FROM BETTERMENT Financial Planning You’re receiving this email because you signed up for Knowledge Base emails from Financial Planning. If you no longer wish to receive these emails, you can opt out here. To update the emails you want to receive or to unsubscribe, please visit our Email Preference Center. Arizent One State Street Plaza, 27th Floor New York, NY 10004 About | Subscriptions | Contact | Privacy Policy Have questions or concerns? Contact Support Follow us in real time: