As curiosity in various investments grows, monetary advisors have the chance to broaden their companies. Success hinges on integrating options into key areas like portfolio administration and shopper reporting.
In our upcoming webinar, you’ll find out how the fitting expertise might help. By integrating various funding information into your current wealth stack, you possibly can present near-real-time insights, automate reporting, and be certain that the newest information at all times informs shopper communications.
Hear from Tim Welsh, President and Founder, Nexus Technique, Michelle Greive, Director of Product Administration, SS&C Black Diamond Wealth Platform, and different business leaders as they focus on how the fitting infrastructure can release time for client-facing actions, improve reporting accuracy, and ship a holistic view of each conventional and various asset courses inside one platform.
Don’t miss this opportunity to find how built-in expertise might help you construct a extra scalable, environment friendly, and worthwhile advisory observe whereas assembly the rising demand for various investments.
Key Takeaways:
- Study extra in regards to the rising curiosity and related progress alternatives for advisors that add various investments to their service providing
- Discover the forms of expertise that can be utilized to construct scale and create operational efficiencies, so advisors can differentiate themselves and nonetheless present an elevated shopper expertise
- Improve reporting accuracy and ship a extra holistic view of each conventional and various asset courses inside one platform
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Michelle Greive
Director, Product Supervisor
SS&C Black Diamond Wealth Platform
Timothy D. Welsh, CFP – Moderator
President, CEO and Founder
Nexus Technique, LLC
