Streamlining Enterprise Data Integration for Enhanced Compliance and Advisor Efficiency

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Presented by

Don McHenry, Director of ByAllAccounts Product Management, Morningstar Wealth & Maeve Doonan Senior Vice President, Enterprise Advisor Solutions, Morningstar, Inc.

About this talk

Learn how ByAllAccounts streamlined data integration from various wealthtech platforms can enable enhanced enterprise compliance capabilities and advisor efficiency within Advisor Workstation.
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