We’ve partnered with the best advisor-facing technology firms (20 of them!), to share with you our future vision and the new innovations we’re collectively bringing to the industry. This one-day live virtual event will be held on Thursday, August 27, 2020. See the agenda and read more about the event here.
Matt Radgowski, our head of client solutions, advisor segment is speaking on the portfolio management panel where he will share our big vision, industry predictions, and take questions from the audience.