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