AdviserVoiceHow does tech help in portfolio construction, administration and management? - AdviserVoice https://www.adviservoice.com.au/event/how-does-tech-help-in-portfolio-construction-administration-and-management/ Financial planner information & financial planner education/CPD - AdviserVoice Wed, 24 Jun 2026 21:25:13 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 How does tech help in portfolio construction, administration and management? https://www.adviservoice.com.au/event/how-does-tech-help-in-portfolio-construction-administration-and-management/ https://www.adviservoice.com.au/event/how-does-tech-help-in-portfolio-construction-administration-and-management/#respond Mon, 17 Aug 2020 00:30:00 +0000 https://adviservoice.com.au/?post_type=tribe_events&p=68708 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.

]]> 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.

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