How Can Modern Rebalancing Improve Your Business?

By Croesus with CE Corner

Technological innovations in portfolio rebalancing solutions are moving fast and now include useful functionalities that substantially help wealth management teams and compliance professionals. 

In this webinar, you'll learn about recent developments and functionalities in portfolio rebalancing such as automation, modelling, simulation scenarios, daily task mapping, tax optimization, intrinsic compliance and management of UMAs (unified management accounts) while rebalancing portfolios. 

This webinar aims to show participants that the tedious task of portfolio rebalancing can now be done very fast and that recent innovations save a lot of time so that wealth professionals may put more focus on developing their businesses and supporting their clients. 

How Can Modern Rebalancing Improve Your Business?

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Compliance

--

Professional Development

0.75

MFDA

Business Conduct

--

Professional Development

0.75

Course Type:

Video

Passing Grade:

10/12 (83%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER