Improving Productivity with Next Generation Rebalancing

By Croesus with CE Corner

The new generation of portfolio rebalancing solutions offer 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.  

This webinar 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. 

Improving Productivity with Next Generation Rebalancing

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Professional Development

0.75

Compliance

--

MFDA

Professional Development

0.75

Business Conduct

--

Course Type:

Video

Passing Grade:

8/12 (67%)

Brought to you by:

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