Meet the industry leaders driving
innovation forward |
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| Join us online and take part in interactive demos at INVEST CONNECT. Explore the most innovative wealthtech solutions and digital tools that are transforming the advisor experience, from improving your tech stack to augmenting the client experience, and everything in between. Get a sneak peek at some of the companies you'll meet below.
There is only 1 week left to register and get a complimentary pass to attend. This limited-time offer will expire on November 10 at 11:59 PM EST. Don't miss your opportunity to network, learn and earn CE credits - at no cost. | Register now → | | REGISTER NOW |
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| Data is just the beginning. | Refinitiv Digital Investor enables firms to create world-class end-client digital experiences by combining rich Refinitiv content with holistic views of the client's assets. Learn more → |
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| | | Dan Ciavarella | Head of Wealth Sales, Americas
Refinitiv, an LSEG business |
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| | Bill Wagner | Solution Consultant, Digital Wealth
Refinitiv, an LSEG business |
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| Powering digital-first, two-way customer conversations. | Wealth management clients expect more than static PDF financial reports in print or on a portal. The Client Reporting solution gives both clients and advisors a hyper-personalized digital experience, empowering them to easily create bespoke reports on demand. Learn more → |
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| | | Neal Keene | Field Chief Technology Officer
Smart Communications |
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| | | Understand the new client |
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| | | Gain a 360° view of opportunities that lie ahead |
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| | | Explore the most innovative wealthtech solutions |
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| | | Position your firm for growth |
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| | Understand the new client |
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| | Gain a 360° view of opportunities that lie ahead |
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| | Explore the most innovative wealthtech solutions |
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| | Position your firm for growth |
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