Hear industry experts discuss the recent innovations in performance reporting, analytics, and wealth management solutions.
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financialplanning Sponsor content from Addepar Addepar
Web Seminar
Building the right technology foundation
Thursday, May 20, 2021 at 2 pm ET / 11 am PT 60 minutes
REGISTER NOW
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?
KEY PRESENTERS
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)
REGISTER NOW
 
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