Using Technology to Help Advisors Overcome Challenges - Equisoft
Title
10.08.2017 to 22.08.2017
at P3
Wealth
Using Technology to Help Advisors Overcome Challenges
20.10.2017

Equisoft’s President and CEO Luis Romero and Vice President of Wealth Management Solutions Jonathan Georges explain how their digital solutions can help advisors withstand the myriad of challenges they face, such as compliance issues and clients’ expectations.

Source: AssetTV

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