Advisor Tech

HOST

David Armstrong
Editor-in-Chief and Executive Director
of Content and User Engagement

WealthManagement.com

Wednesday

2 PM CT

How to Build an Ideal Tech Stack for a Data-Driven Business

Digital revolution is impacting the financial services industry and the right technology can help your firm not just survive but thrive. Financial firms across the globe have found themselves managing remote or blended teams and relying more on technology to handle day-to-day tasks, communicate with clients and keep operations running smoothly.

Join us Wednesday, September 29th @ 2PM CT to hear how advisors can build an efficient, data-driven business through workflows, customized dashboards, and seamless integrations for both increased productivity and profitability. Learn more

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Adrian Johnstone

Co-founder & President
Practifi

PRESENTER

Robin Melnick

Head of Partnerships & Strategic Alliances
Addepar

PRESENTER

Amy DeTolla

Chief Experience Officer
Connectus Group LLC

SPONSORED BY: