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Five Advisor Portal Views for Eliminating Operational Pain Points

Monday, July 11, 2022 | 2:00 PM ET

To achieve true operational success at your wealth management firm, you need complete visibility into the critical building blocks that bring your goals to life. You can't achieve that with a traditional advisor portal—what you need is a “more-than-a-portal” experience designed to provide unprecedented transparency, flexibility and control.

On June 30th, join Jim McMahon, SVP, Wealth Management and Family Office Operations, and Daniel Ceneviva, Head of Product and Client Solutions at STP Investment Services, to:

  • Walk through five critical portal views that will help you engineer plans for success
  • Discuss best practices for customizing your data to meet your unique needs
  • Unlock insights for pairing technology with your service model to improve trust and communication with clients

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

Sponsored by

 

 

 

 


 

Jim McMahon
SVP, Wealth Management and Family Office Operations
STP Investment Services

 

Daniel Ceneviva
Head of Product and Client Solutions
STP Investment Services

 

Davis Janowski - Host
Technology Editor
WealthManagement.com

 

 

 

TAGS: Resources