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11 July 2018
New York, United States

Will Trout will be a Panelist on Vendor Strategy Field Report at this year’s In|Vest on 7/11/2018.

Ready for the unvarnished view of which vendors are gaining, and which are falling behind, in the wealth management marketplace? This panel of experts will offer unbiased views of the strengths and weaknesses of providers that offer full-feature platforms, risk profiling, portfolio rebalancing, billing and performance reporting tools.

Event details

Wealth Management
Geographic Focus
North America