Leading RIAs
Need the Right Tools
Learn why industry leaders are making the switch to new wealth management platforms.
On-Demand | 3 short sessions
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Webinars for Fast-Growing RIAs
Leaders of RIA firms understand technology is not a luxury, it’s a necessity for business growth and long-term success. As you consider an upgrade, you may be wondering, “Where do I start?"
This free virtual series is geared to RIA executives, firm partners and high-achieving operations team members who want to solve tough business challenges while advancing your organization. Does this sound like you?
It’s Time to Make the Switch.
Expert Sessions
Session 1
30 mins
Making Smarter Decisions About Your Technology
The RIA landscape is evolving quickly; with technology pushing the boundaries. Hear from industry experts about key industry trends, how to easily evaluate your firm’s technology needs to make smarter decisions.
Session 2
60 mins
How to Use New Technology to Grow Your Business
Learn first-hand about how the right platform can help you respond promptly to client requests, effectively manage any portfolio or asset and streamline your reporting processes and workflows.
Session 3
30 mins
Making the Switch, Efficiently and Effectively
Learn how to implement new technology without disrupting your business. Don’t just take our word for it—hear from clients who have made technology transformation and how they did it.
Event Speakers
Cameron Sheehan
Amy DeTolla
Matt Sonnen
