InvestTech 2018
8th November 2018 8.45am - 5.00pm
Amora Hotel Jamison
11 Jamison St Sydney
InvestTech 2018 is the event where the advice and investment professions meet the technology providers.
Advice and investment are in transition and technology is driving that change, as it transforms how advisers and licensees;
1. Produce and deliver advice
2. Manage client portfolios
3. Implement and administer portfolios
4. Charge fees
5. Report to clients
6. Trade for one or many clients
Managed accounts are at the forefront of technology change. Businesses can choose among over 50 technology suppliers with live options for the advice and investment profession running managed account portfolios.
Whether it's the integrated options from platform providers or the specialist functionality which technology providers offer to meet specific needs - technology is helping advisers and managers reshape their services.
