To maintain clients’ trust, stay on the right side of compliance and make informed investment decisions, financial advisors rely on clean, accurate, and up-to-date data.
On Wednesday, September 20 at 2 PM ET, Diana Cabrices moderates a can’t-miss panel featuring Marwa Zakharia, CEO of AssetBook, and Chris Kopanski, Senior Product Specialist at Wealthbox, offering a closer look at the process of data reconciliation, along with the dangers of poor data hygiene. Marwa and Chris will discuss how a combination of the right portfolio management and CRM technologies ensures advisors are equipped with clean, accurate data, as well as:
“We are thrilled to have completed the integration with Wealthbox," said Marwa Zakharia, CEO of AssetBook. "AssetBook strives to provide the best possible service and user experience to our advisor-clients and having an integration with one of the industry's fastest growing CRMs helps us continue to make good on that promise.”
CEO of AssetBook