Building a Future-Proof Wealth Management Firm

As interest in alternative investments grows, financial advisors have the opportunity to broaden their services. Success hinges on integrating alternatives into key areas like portfolio management and client reporting. 

In our upcoming webinar, you’ll learn how the right technology can help. By integrating alternative investment data into your existing wealth stack, you can provide near-real-time insights, automate reporting, and ensure that the latest data always informs client communications. 

Hear from Tim Welsh, President and Founder, Nexus Strategy, Michelle Greive, Director of Product Management, SS&C Black Diamond Wealth Platform, and other industry leaders as they discuss how the right infrastructure can free up time for client-facing activities, enhance reporting accuracy, and deliver a holistic view of both traditional and alternative asset classes within one platform. 

Don’t miss this chance to discover how integrated technology can help you build a more scalable, efficient, and profitable advisory practice while meeting the growing demand for alternative investments.

Key Takeaways:

• Learn more about the growing interest and associated growth opportunities for advisors that add alternative investments to their service offering
• Explore the types of technology that can be used to build scale and create operational efficiencies, so advisors can differentiate themselves and still provide an elevated client experience
• Enhance reporting accuracy and deliver a more holistic view of both traditional and alternative asset classes within one platform

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

Sponsored by

Michelle Greive

Director, Product Manager

SS&C Black Diamond Wealth Platform

Timothy D. Welsh, CFP – Moderator

President, CEO and Founder

Nexus Strategy, LLC