Webcasts & Demos
Competing with Robo Advisors: How to carry a bigger book of business while providing clients with a high-touch experience
Robo advisors are not going away. So, how do you differentiate and compete?By showing your clients that the old saying is true: You get what you pay for.
Watch this webcast recording and learn how you can increase your book of business while providing clients with a high-touch experience that robo advisors cannot.
This webcast recording covers how a mega RIA fueled global growth and increased AUM from $63B to $77B with a platform that enabled rapid expansion into Asia-Pacific and the EU.
Expanding Into New Markets: How a Global Asset Management Firm Uses Technology to Expand Into New Markets
This webcast recording covers how a global asset manager used Microsoft technologies to gain better insight through greater visibility and allowed them to focus their efforts on areas that would impact growth.
Watch this webcast recording and hear how 3 financial services have paved the way for change and expansion, including how one firms is consolidating 200+ legal entities in under 20 minutes.
This video covers the features in Microsoft Dynamics AX for budget planning and control. The entire budget process can be streamlined and achieved using AX with full integration into Microsoft Office.
Learn how to automate and optimize your consolidation process. This video will show you how a multi-level, FAS 52 compliant, consolidation can be achieved in just a couple of clicks. These time-saving tools will ensure a complete and accurate consolidation each month, without user intervention and reconciliation.
Learn how to effectively manage large numbers of legal entities in Microsoft Dynamics AX. This video will show you the tools within AX that replicate sub-ledger setup across entities using a single Excel file, saving time and effort.