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Highlights from “The Path to Independence: How to Build Your Technology Stack” webinar

Category: FinTech Industry
Industry Updates header

On June 5 we announced our joint promotion with RIA in a Box, Riskalyze, and Morningstar to extend support to new registered investment advisors (RIAs) during COVID-19.

At the same time we let you know about “The Path to Independence: How to Build Your Technology Stack” webinar, where executives from each of the companies involved in the promotion were going to be present to discuss the challenges and the rewards of starting an RIA firm, as well as how to build your technology stack to support your efforts. If you missed the webinar, you can read Jeff Berman’s recap of the event at ThinkAdvisor here.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.