Set yourself up for success in 2023 and beyond by integrating the latest software and digital tools at your financial planning firm. This complimentary event, the 3rd in a series, will help you learn how tech innovations can help you improve workflow and client interactions, and grow your firm.
The Advances in Tech Demo Event puts the spotlight on some of the latest software and technologies in the industry, which are helping the financial planning community be prepared for the future.
See how you can:
- Scale you can practices and deliver a high-quality, personalized client experience by combining technology with an advisor's personal touch
- Manage bill pay for your high-net-worth clients with great confidence.
See what software or technology is doing to advance the industry, followed by Q&A.
Companies include:
- Betterment
- Bill.com
