Leveraging Technology To Expand Your Firm’s Services Into Investment Management


Clients consistently expect their financial advisors to be experts on everything related to their finances, especially when seeking advice on topics like Crypto, ESG, and other flavors of the day. If you’re like most advisors, you find yourself pivoting from money manager to financial coach to life coach in response to changing client needs. These requests can place advisors in a position to become a “jack of all trades, master of none, but often better than a master of one.” However, you can and should leverage your expertise in certain areas, such as investment management, and utilize technology to deliver that skilled knowledge and understanding to clients.

Join us for this insightful webinar where we’ll discuss:

  • Leveraging technology to provide your clients with information on their various interests
  • Expanding your firm’s services to include investment management 
  • Demystifying model allocations

CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.



Kyle Fleming

Senior Product Manager

SS&C Advent


Alex Hagmeyer

Senior Director, Quantitative Research

SS&C ALPS Advisors


Davis Janowski – Host

Technology Editor





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