As interest in alternative investments grows, financial advisors have the opportunity to expand their services. Success depends on integrating alternatives in key areas such as portfolio management and client reporting.

In our next 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 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 the activities at hand with the client, improve reporting accuracy, and provide a holistic view of 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 relationships:

• Learn more about the growing interest and associated growth opportunities for advisors adding 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 deliver a superior client experience
• Improve reporting accuracy and provide a more holistic view of traditional and alternative asset classes within one platform

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

Sponsored by

Michelle Grieve
Director, Product Manager
SS&C Black Diamond Wealth Platform

Timothy D. Welsh, CFP – Moderator
President, CEO and Founder
Nexus Strategy, LLC