Rich Cancro, CEO of AdvisorEngine, and Aaron Klein, CEO of Nitrogen, will discuss challenges and opportunities in wealth management.
Nitrogen offers The Growth Platform, which offers tools that aren’t included in CRM, asset platform, and marketing automation tools. The system can help advisors understand and explain each client’s risk tolerance and generate proposals that can be shared with prospects. The visuals provided by The Growth Platform may assist advisors in having deeper conversations with their clients and prospects.
AdvisorEngine is a firm that offers advisors a technology upgrade allowing them to streamline investment operations and client workflows. With products from a CRM to portfolio management, planning, and investment tools, clients and advisors alike can benefit from an integrated technology platform. While advisors can appreciate operational efficiencies, clients are offered a more complete view of their financial picture.
WEBCAST – CEO POV: Challenges and Opportunities in Wealth Management
Nitrogen CEO Aaron Klein and AdvisorEngine CEO Rich Cancro will explore key trends from in-depth market research and client conversations. Maximize these insights to elevate your clients’ experiences, tighten up operations and grow your firm’s revenue.
Here’s what attendees will get:
- Real-life lessons from industry leaders
- Ways to respond to critical trends
- Downloadable resources
Accepted for 1 CFP® / IWI / CFA CE Credit