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Adviser Tech 2012: What Should You Buy Next?

webcast 2011-07-19

For advisers, technology is not only a major investment and expense, it also can influence business practices. To get a head start on next year’s tech purchases, this webcast will focus on new choices available to advisers and the best ways to integrate new technology.

* This program has been accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Date: Tuesday, July 19, 2011

Time: 4:00 p.m. - 5:00 p.m.

Key topics covered include:

  1. What’s new in CRM, portfolio management and financial planning?
  2. Are new players worth investing in? and What are the risks?
  3. Which applications and providers integrate with one another already?
  4. What integrations are on the roadmap?
  5. What changes have the major custodians made to their platforms and which providers are on their current list of players?

A free and invaluable resource.

MODERATORS:

David Janowski David Janowski
InvestmentNews
Reporter

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

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