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Technology Integration: The ABC’s of assembling the perfect technology dashboard

webcast 2018-10-30

Technology is the life blood of your advisory practice. It keeps you moving, it keeps you efficient, and it keeps you a step ahead. But how can you get the most from your technology? It is all about finding the right technology that works best together and using it to its fullest capability.

In this live, interactive video webcast, InvestmentNews and some of the fintech industry’s brightest minds will discuss how integration and adoption can take your practice to the next level.

View Archived Webcast

Date: Tuesday, October 30, 2018

Time: 4-5 PM ET

Join us for an in-depth discussion that will explore:

  1. What are the essential technology building blocks for your practice?
  2. How can you get different tech components to work better together?
  3. How essential is training?
  4. Who “owns” the technology at your firm and how can you make them into raving advocates to others?

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 Investments & Wealth Institute®, formerly 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.

Please contact us at info_cecredits@investmentnews.com if you have any questions.


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