AdvisoryWorld’s Wilson: Building a digital platform to give advisers more time for clients

February 12, 2018 @ 12:00 am

Runtime: 3:16

How can advisers focus more on the client relationship when there are so many I’s to dot and T’s to cross? AdvisoryWorld’s new digital advice platform, Acquire, enables advisers to be more self-servicing on the front end so that advisers can engage.

0
Comments

What do you think?

Video Channels

Recent Events

One Orion

Monday, Sep 9, 2019

Schwab IMPACT 2019

Monday, Aug 5, 2019

Roving Reporter: 2019

Monday, Aug 5, 2019
X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.