Fintech Trends

MODERATOR

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Tuesday

4:15 PM ET

1:15 PM PT

Building the Right Technology Foundation

In today’s unpredictable environment, the adoption of new technology has moved from a luxury to a necessity. Legacy systems can hamper firms forced to grow their books of business virtually due to Covid-19. Unfortunately, finding the right technology platform to fuel your growth isn’t easy.

Join us for a March 3rd webinar to hear industry experts discuss the recent innovations in performance reporting, analytics, and wealth management solutions. Learn more.

Get answers to key questions:

• What are the market trends affecting technology development?
• How should firms evaluate their technology needs?
• What makes a tech solution right for you?
• When should you consider an open, partner-driven approach versus an all-in-one solution?

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Matt Saunders

Product Marketing Manager
Addepar

PRESENTER

Cameron Sheehan

Head of Business Development & Account Management
Addepar

PRESENTER

Alois Pirker

Research Director
Aite Group