The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.
Attendees of this webinar will learn about recent developments and innovative features such as automation, modeling, what-if scenarios, daily task mapping, tax optimization, intrinsic compliance and UMA management that can be used during portfolio rebalancing workflows.
In this webinar that aired live on Wednesday, October 19, 2022 at 11:00 am ET, aims to show attendees that the tedious task of portfolio rebalancing can now be done very quickly and with added value while reducing compliance risks. These recent innovations save a lot of time so that wealth professionals can focus more on developing their business and supporting their clients.
Michael Blicker, Senior Product Manager for Portfolio Rebalancing, Croesus
Matthieu Cardinal, Vice-president, Business Development and Strategic Partnerships, Croesus
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