Navigating The Financial Advisor Desktop by Copytalk

Presented by

Maree Moscati, CEO, Copytalk | Special Guest: Ted Toso, CEO Trinlogix.

About this talk

Technology, advice, and financial planning intersect on the financial advisor digital desktop. This rapidly changing desktop gives advisors the tools they need to better manage their client's portfolios, facilitate communications and have more data/analytics at their fingertips.

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Sign up for this monthly BrightTALK series featuring business and thought leaders who are shaping the way wealth management firms and other financial institutions do business with high-net- worth families and individuals. We’ll uncover smart strategies and innovative ideas on how institutions can capture mindshare – and business – in the dynamic HNW market.