Recent innovations in portfolio rebalancing now include value-added features that help professionals and wealth management teams save a lot of time. But what are the essential strategies to know? And how can new solutions make a real difference to daily task mapping, modeling, tax, compliance, and what-if scenarios?
Join this free industry session with Croesus’ Matthieu Cardinal, vice president of business development and strategic partnerships, and Michael Blicker, senior product manager, to learn about recent developments in the portfolio rebalancing industry and how you can reap the benefits.
Watch now for the free webinar and gain essential insights on:
- New functionalities available in next-generation rebalancing solutions
- How these functionalities can save time, improve productivity, and enhance your overall service
- How new solutions can reduce risk and ease the work of compliance professionals
- The importance of being able to rebalance using UMAs for a better, more holistic approach to portfolio and account management
