Join Dan Skiles, President of Shareholders Service Group, as he gives an overview of the technology platform! Learn all about what SSG has to offer. [...]

Join us for the 3rd episode of our Virtual Conference Webinar Series! Retirement is the most expensive purchase faced by most individuals. In [...]

Join Evan Rapoport, CEO of SmartX Advisory Solutions, to see how the fintech revolution has changed managed accounts and how easily you can now run [...]

Join us for our upcoming Tech Demo webinar, presented by Jason Stipp, Director of Product Management, Financial Planning, at Morningstar. Not every client needs complete [...]

Too many holdings, too little time? During this webinar, Michael Kubik from T. Rowe Price, will cover "The Art of Clean Up," which is a [...]

In our presentation, we will demonstrate the value trading and rebalancing brings to your tech stack. Our industry is rapidly advancing in technology and rebalancing [...]

  https://vimeo.com/414149459

Presented by Edwin Choi, Co-Founder, and CEO, Capitect. Learn how Capitect's modern performance reporting and client billing solutions enable you to meet the rising expectations [...]

Presented by Sarah Stanley Fallaw, Ph.D., co-author of The Next Millionaire Next Door and the founder of DataPoints LLC. Each client will have a unique [...]

Presented by Kevin Lozer, Co-Founder, Holistiplan. Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® [...]