Maximizing Efficiency & Profitability with WealthTech
Apr 18, 2024 02:00 PM Eastern Time
(2:00 – 2:45 PM ET)
Register for this webinar
Free webinar from CircleBlack and MoneyGuide
Apr 18, 2024 02:00 PM Eastern Time
2:00 PM – 2:45 PM ET
Interact with WealthTech industry experts to:
Learn industry best practices for wealth management technology and financial planning interoperability
Discover how CircleBlack and MoneyGuide can work together seamlessly to streamline your operations
Boost your firm’s profitability by reducing time, energy, and technology spend
Ask the questions you want answered and get advice from our industry expert speakers
Presented by
Overview
In this free webinar from WealthTech platform CircleBlack and financial planning software MoneyGuide, advisors will:
-
- Learn industry best practices for wealth management technology and financial planning interoperability
- Discover how CircleBlack and MoneyGuide can work together seamlessly to streamline your operations
- Boost your firm’s profitability by reducing time, energy, and technology spend
- Ask the questions you want answered and get advice from our industry expert speakers
Registration is free and space is limited. The webinar will be recorded if you are unable to attend live.
Questions? Contact Sales@CircleBlack.com
Speakers
Daniel Kutner
Executive Vice President, CircleBlack
Jenny Gonzalez
Account Manager, Envestnet | MoneyGuide
Register for this webinar
Boost your firm’s profitability by reducing time, energy, and technology spend