Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.
Peak Brokerage Services' Michael Lomas provides insight on the firm as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors.
Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios.
Laserfiche's Linda Ding and Justin Pava discuss the firm's award-winning vault and cloud platform and how it helps financial professionals with their document management.
Cetera's Jon Anderson and Summit's Kaci Skidgel discuss how the firm's new 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship.
Practifi co-founder and Chief Commercial Officer Adrian Johnstone talks about his company’s technological customer relationship management approach and the advanced platform-building experience.
