Next-generation Portfolio Rebalancing: Save Time and Improve Results 2022 | BigMarker | 6 September 2022 | Webinar
Venue
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| Event Date |
Tue Sep 6 PDT (over 2 years ago)
In your timezone (EST): Tue Sep 6 3:00am - Tue Sep 6 3:00am |
| Location | Webinar |
| Region | All |
Details
We hear you - Portfolio rebalancing can be a time-consuming task and is often considered a necessary evil. But what if there was a way to focus less on tedious tasks and more on growing your business?
Recent innovations in portfolio rebalancing now include value-added features that help professionals and wealth management teams save a lot of time. But what are the essential strategies to know? And how can new solutions make a real difference to daily task mapping, modeling, tax, compliance, and what-if scenarios?
Speakers
2022 Speakers
Michael Blicker
Senior Product Manager, Croesus
Matthieu Cardinal
Vice President, Business Development and Strategic Partnership, Croesus
James Burton
Managing Editor, Wealth Professional