About this webinar


Alejandro Nazario, a partner at TOS Advisors, discusses how his firm went from being a family office to a provider of outsourced operations solutions to other firms through a ‘best-in-breed’ as-a-service approach to technology and integrations.

During this 45-minute on-demand webinar, you’ll discover:

  • How TOS evaluates and makes decisions around technology and integrations partners
  • How technology is changing the way TOS clients work today and what new solutions are on the horizon
  • What operational and management benefits TOS clients derive from an as-a-service technology model

Request Recording

Thursday December 1, 2022

H2 One Column Content - #1col-section


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(6) Meeting Details - #details-section

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WEDNESDAY NOVEMBER 18TH

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 2

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 3

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 4

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 5

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 6

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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(6) Event Agenda - #agenda-section

Thursday, December 1

10:00-10:30 AM ET
1:00 - 1:30 PM PST

Agenda Title 1

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10:30-11:30 AM ET
1:30 - 2:30 PM PST

Agenda Title 2

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Agenda Title 3

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Agenda Title 4

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Agenda Title 5

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Agenda Title 6

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(3) Showcase - #showcase-section

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WEDNESDAY, NOVEMBER 2ND

9:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

Addepar’s culture of constant innovation is key to keeping its leading portfolio aggregation, analytics and reporting platform on the cutting edge of game-changing technologies in fintech. Chief Product Officer Don Nilsson will discuss some of the latest updates to the Addepar platform, including Trading and Rebalancing, Integration Center and the next evolution of the client experience, and explain how these tools enable financial professionals to spend more time delivering value to their clients.

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WEDNESDAY, NOVEMBER 2ND

11:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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WEDNESDAY, NOVEMBER 2ND

12:45 pm

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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Speakers


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Alejandro Nazario

TOS ADVISORS
PARTNER


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Susan McDermott

ADDEPAR
SENIOR DIRECTOR, CLIENT ENGAGEMENT & SUCCESS MANAGEMENT - FAMILY OFFICES


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(25) Member Section - #member-section

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Video 2 Column Section 1 - #video2col-section

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Video 2 Column Section 2 - #video2col-section2

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Legal - #legal-section

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