Streamline Investment Monitoring and Elevate Client Relationships with Fiduciary-First Technology
Date: January 21, 2025
Time: 2:00 pm - 2:30 pm EST
With industry-leading inputs like Prudent Practices, automated investment watch lists, and centralized document storage, our webinar will guide you through creating an efficient, engaging experience for both advisors and clients.
Whether you're new to the DC (Defined Contribution) plan space or part of an experienced advisory team, learn how our Fiduciary Focus Toolkit can empower you to:
- Establish a repeatable, documentable process that supports prudent investment decisions.
- Elevate client engagement with customized, visually impactful reporting.
- Save time with automated features like an integrated document storage system and investment watch list.
Get an inside look at new features and enhancements designed to help you stand out in a competitive landscape—all while maintaining your fiduciary responsibilities.
Learn how to elevate client satisfaction while saving time, empowering your team, and maintaining your fiduciary standards with trusted technology.
This webinar is not eligible for Continuing Education (CE) credit.