As interest in alternative investments grows, financial advisors have the opportunity to broaden their services. Success hinges on integrating alternatives into key areas like portfolio management and client reporting.
Join our upcoming webinar to learn how the right technology can deliver real-time insights, automate reporting, and improve client communications. Hear from Tim Welsh, President of Nexus Strategy, Michelle Greive, Director at SS&C Black Diamond Wealth Platform, and other experts on how to streamline client activities and enhance reporting for both traditional and alternative assets.
Don’t miss this chance to discover how integrated technology can help you build a more scalable, efficient, and profitable advisory practice while meeting the growing demand for alternative investments.
Key Takeaways:
• Learn more about the growing interest and associated growth opportunities for advisors that add alternative investments to their service offering
• Explore the types of technology that can be used to build scale, improve efficiency, and elevate client experiences
• Enhance reporting accuracy and deliver a more holistic view of both traditional and alternative asset classes within one platform
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Sponsored by
Michelle Greive
Director, Product Manager
SS&C Black Diamond Wealth Platform
Jamie Morgan, CFA®
Sr. Director, Wealth Management
Choreo Advisors
Timothy D. Welsh, CFP - Moderator
President, CEO and Founder
Nexus Strategy, LLC
David Bodamer - Host
Editor
WealthManagement.com
