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Building the Right Technology Foundation

Now Available On Demand

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


Cameron Sheehan
Head of Business Development & Account Management


Alois Pirker
Research Director
Aite Group


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