Date: Thursday, September 8, 2022

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Bill.com

Financial advisors have numerous opportunities and challenges when it comes to embracing new technology for working with clients, managing portfolios and growing their businesses. At the same time, firms are facing compliance burdens, rising expenses and other hurdles. With many complex options, how should they prioritize their use and upgrades of technology? Advisors should consider adding comprehensive solutions to their practices, and tools that will best support the advisory firm of the future.  Hear about the latest innovations in communication, customer experience (CX), data, customer relationship management (CRM), planning, reporting and other tools.

Join this complimentary webcast to discover cutting-edge tools, technology and resources that can help advisors. You’ll learn:

• How the latest technology can improve your advisory firm overall, as well as your client experience and business results
• Why the latest innovations in social media, turnkey asset management platforms, CRM, CX and other resources should be integrated into your overall wealth management business
• Helpful ways to support clients via user-friendly technology, including tools focused on communications, report generation and analytics
• And more!

Register Today!