Improve Productivity With Next-generation Rebalancing 2022 | GoTo | 19 October 2022 | Webinar

Venue
Webinar

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Event Date Wed Oct 19 PDT (about 2 years ago)
In your timezone (EST): Wed Oct 19 3:00am - Wed Oct 19 3:00am
Location Webinar
Region All
Details

The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.

This webinar aims to show attendees that the tedious task of portfolio rebalancing can now be done very quickly and with added value while reducing compliance risks. These recent innovations save a lot of time so that wealth professionals can focus more on developing their business and supporting their clients.

Speakers

2022 Speaker

Michael Blicker
Senior Product Manager for Portfolio Rebalancing, Croesus