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Advisor’s Guide to Client Reporting and Communications: Understanding Today’s Requirements

A recent study found that 54% of responding advisors cited integration of new digital technology methods for communications as a pipeline to new clients. In addition, advisory firms are spending between $45,000 to $250,000 on average to prepare and deliver client reports that are not accurate or effective. Please join us to learn about: What […]

A Buyers Guide to Wealth Management Technology and Services: Five Steps to Making the Right Decision

The onset of advanced technology has dramatically increased the ability of financial advisors to provide increasing levels of value for their clients. It has also created a technology implementation and account servicing nightmare. The ability for an advisor to effectively compete in the financial advice market is no longer simply a function of providing good financial advice within […]

Automating your Firm with IAS / Workflow

Whether your firm is an RIA or a Broker Dealer, you need efficient operational processes and automation to increase client satisfaction, scale, and firm profitability.  Please join the IAS staff as we demonstrate how to utilize IAS workflows to automate processes within your firm.  Our goal is to illustrate concepts and situations where advisors and staff […]

Utilizing IAS to Achieve Client Gamma

The IAS staff will demonstrate the application of the recent white paper Alpha, Beta and now…Gamma as published in the Retirement Income Journal by David Blanchett, CFA, CFP® and Paul Kaplan, Phd, CFA® using the IAS wealth planning platform. To read the whitepaper, click here. View this Webinar recording