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Aug
17

How does tech help in portfolio construction, administration and management?

Start
August 17 2020 - 10:30 am
End
August 17 2020 - 2:00 pm
Cost
From: $199
Venue
Virtual Session

This is a session focussed on investment efficiencies through platforms and administration services and how technology can be used to compliment your investment philosophy, simplify your client interactions and make your business more client focussed and efficient.

Facilitated by Ben Marshan CFP®
Panellists: David Richardson CFP®, Neil Kendall CFP®

Register for the event.