Advances in Tech
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Financial planning professionals are always looking for innovative tech to navigate the new wealth management landscape and position your firm at the forefront of the industry. Advances in Tech brings together some of the latest software and technologies that are helping the industry move forward. Now featuring some the latest tech shown at INVEST 2022 and our Fall 2022 Demo Event , these short demos highlight groundbreaking innovations. Each demo showcases what the software or technology is doing to advance the industry and help you help your clients.
Featured Technology
Manage bill pay for your high-net-worth clients with greater confidence. Transform how your clients make payments. Designed with your privacy and security in mind
Fidelity Portfolio Quick Check is an on-demand portfolio construction tool designed to give you quick, actionable insights to help improve your portfolio. Watch this exclusive demo, and discover the solutions it provides.
Delivering exceptional client management has never been easier. Hubly revolutionizes practice management for financial advisory firms by bringing efficient processes, easy client tracking, and team collaboration into a single visual workspace.