Constructing a Future-Proof Wealth Administration Agency


As curiosity in various investments grows, monetary advisors have the chance to broaden their providers. Success hinges on integrating options into key areas like portfolio administration and shopper reporting. 

In our upcoming webinar, you’ll learn the way the correct know-how might help. By integrating various funding information into your present wealth stack, you possibly can present near-real-time insights, automate reporting, and be sure that the newest information all the time 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 correct 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 know-how might help you construct a extra scalable, environment friendly, and worthwhile advisory apply 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 varieties of know-how 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

 

 

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