SPEAKERS
SESSION RECORDINGS
PRACTICE MANAGEMENT TRACK
“Unique Fixed Income Opportunities”
Schwab Asset Management
Relationship Management Track
"Beyond CRM - The Integrated Advisor Experience"
Nexj Systems
MARKETING TRACK
"Blend Out: How Ordinary Advisors Can Market Themselves Like The Greatest Brands In The World"
Snappy Kraken
PEER-TO-PEER TRACK
EXECUTIVE PANEL
"Trust Services in the New Era"
Sponsored by
Legacy Concierge
RISK MANAGEMENT TRACK
"Communications Surveillance Made Easy"
Presults
PORTFOLIO MANAGEMENT TRACK
"Portfolio Stress Testing"
RiXtrema
BUSINESS MANAGEMENT TRACK
"Digital Processing Alts for Improved Compliance"
Forms Logic