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 March 2nd 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?
Sponsored by
Matt Saunders
Product Marketing Manager
Addepar
Cameron Sheehan
Head of Business Development & Account Management
Addepar
Alois Pirker
Research Director
Aite Group
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com
