Expertise

Inaugural Discovery Week for RIA Technology | Addepar

Cameron Sheehan

Senior Director, Account Management & Business Development

Published on

Leading wealth management firms know that technology isn’t a luxury—it’s a necessity for business growth and long-term success. When considering an upgrade of your reporting and analytics platform, you may be wondering, “Where do I start?”

Recently, Addepar hosted our inaugural Discovery Week, a series of virtual sessions tailored specifically to RIA firm members tasked with solving tough business challenges while advancing your organizations.

The RIA landscape is evolving quickly, with technology playing a key role in pushing the boundaries. The Discovery Week sessions are designed to review key industry trends and explore how to evaluate your practice’s technology needs so you can make smarter decisions.

Insights from industry veterans

During the three 30- to 60-minute Discovery Week sessions, leaders in wealth management share their hands-on experience on the do’s and don’ts of adopting new software.

  • Why technology that delivers the right data at the right time for improved decision-making with clients drives growth
  • How proper deployment smooths adoption and delivers benefits sooner
  • The importance of dedicated resources and a collaborative approach—to implement new technology without disrupting your business

You’ll learn first-hand how technology can help you respond promptly to client requests, effectively manage any portfolio or asset including alternatives, and streamline your reporting processes and workflows. You’ll also hear step-by-step tips on how to ensure a successful deployment from wealth management professionals who have been there and done that—and are sharing their experiences in RIA platform comparison and implementing the right platform with the right tools to meet your needs.

Available on demand

Although you may have missed Discovery Week, you haven’t missed the opportunity. The sessions are available on demand.

Ready to make a switch? Take advantage of these timely webinars and contact us.