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Advanced Personal Financial Planning Conference 2016

LL6 - Personal Financial Management Platform for Advisors

Jan 19, 2016 10:40am ‐ Jan 19, 2016 11:00am


A new approach to wealth management is needed to help clients understand where their assets and liabilities are and to make the right decisions about how to invest in today’s digital society. Learn the big macro trends that are changing the way top advisors operate by creating a digital client engagement process that offers PFM for high net worth clients using a software as a service solution. Join CEO David Benskin to see first-hand how successful firms are using Wealth Access to meet their client service and business needs.


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