Riskalyze Breakout Sessions
Hiring For Your Firm: Creative Ways To Find Someone Who Fits The Bill: Tips on finding, hiring, compensating and training a new employees
Stats: Getting Value Out of Advanced Portfolio Analytics: In-depth overview of Stats plus a Q&A session with a Riskalyze Product Manager
Best Practice Session: Rolling Out Software Firm-Wide: Led by our own Managing Director of Enterprise Solutions, join us to hear from industry experts as they go over their best and worst experiences when rolling out software to advisors. Formatted as a panel, you’ll hear real stories from a position of experience and leave with solid takeaways for your firm.
Getting Started with Autopilot Trading Automation: Learn how advisors are driving automation and personalization into how they make and implement investment decisions for their clients. See click-by-click how you can implement Autopilot for one, ten or all of your client accounts.
Riskalyze 301: Time to Be a Power User: Overview of how Riskalyze can streamline your model portfolio management and proposal workflows, plus, an in-depth review of best practices for working with model portfolios.