Webinar Replay: How Advisors are Reducing Complexity and Streamlining Processes with Asset-Map and Morningstar Office

We were thrilled to team up with Morningstar and financial advisor Michael Bradley for this exclusive webinar!

In this webinar replay, the group shares the secrets to creating a best-in-class client experience by making complex financial information intuitive and easy to understand.

You'll also hear from special guest Michael Bradley, Financial Advisor at Bradley & Company Private Wealth Management.

He shares how he's using Asset-Map and Morningstar Office to build meaningful conversations through a seamless technology experience with real-time sharing of client data and visual reports.