Technology Integration: The ABC’s of assembling the perfect technology dashboard

Tue, Oct 30, 2018 4:00 PM EDT{LOCAL_TZ}| 4:00pm-5:00pm ET

Technology is the life blood of your advisory practice. It keeps you moving, it keeps you efficient, and it keeps you a step ahead. But how can you get the most from your technology? It is all about finding the right technology that works best together and using it to its fullest capability.

In this live, interactive video webcast, InvestmentNews and some of the fintech industry’s brightest minds will discuss how integration and adoption can take your practice to the next level.

Join us for an in-depth discussion that will explore:
  • What are the essential technology building blocks for your practice?
  • How can you get different tech components to work better together?
  • How essential is training?
  • Who “owns” the technology at your firm and how can you make them into raving advocates to others?
Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.
Jess Liberi
Head of Product
eMoney Advisor
Robert Sofia
Snappy Kraken
Danielle Fava
Director, Product Strategy and Development
TD Ameritrade Institutional

Matt Ackermann
Director of Multimedia

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