Asset-Map + Riskalyze: Partnership Webinar
August 20, 2020 at 12:00 pm PT / 3:00 pm ET
What are the secrets to conducting impactful advisory conversations from your home or in-person? In this webinar, Shane Hall (Financial Planner at Shane Hall Financial) and leaders from Asset-Map and Riskalyze are going to share:
Strategies for using Asset-Map and Riskalyze to boost client engagement in the current environment
How to set up a visual representation of client assets with Asset-Map and overlay information from Riskalyze through the free integration
Ways to position your tech stack to increase efficiencies and cut down on duplicative processes
We look forward to seeing you soon!