Rebalancing Software For RIAs: Vendors, Benefits & Capabilities

Implementing rebalancing software is a great way to create efficiency in your firm, increase productivity and improve client-service. In this webinar, you will learn about the results of in-depth research about rebalancing software apps for RIAs.

The session will cover rebalancing software features, the benefits of automating the rebalancing process, and the questions to ask before choosing a system. You’ll learn about:

• findings on extensive research of rebalancing software

• the benefits of implementing a system

• questions to ask in choosing rebalancing software

• current systems available to RIAs

• the most important features

• The efficiency gains in automating rebalancing workflow

Reid Stone, founder of AdvisoryQuest.com, provides comprehensive solutions to build efficient advisory businesses. He consults on technology and operational strategy and implements solutions. Reid has nearly 20 years of experience including operations leadership roles at a family office and RIA. He has a Master of Business Administration degree and a Certificate in Financial Planning.

Register here.
 

This session is not eligible for CFP or IMCA CE credit.

Webinar attendance is limited to Advisors4Advisors members.  Not a member? Join here.