Advisors Win with New Marketing Automation Tool
New integration will help financial advisors deliver the next generation of digital advice.
Financial advisors will create own advisory board strategy through insights from marketing professionals Stephen Wershing and Marie Swift
The solution is designed to reduce transaction costs and shorten the settlement cycle for private placements.
Optimus will receive free access to FinRiver™, a suite of lightning-fast investment analytics APIs
The invitation-only event addresses issues of exempt securities including due diligence, escrow, custody, secondary trading, and compliance.
Adding Office Space, Team Members to Better Serve Advisors
New product will help advisors to visualize and communicate risk
'Father of life planning' George Kinder will share insights and advice on how financial planners can help clients live their best lives