Finlocity RIA Summit. June 24th, 2020

Finlocity RIA Operations Summit, hosted in June 2020, provided some great insights on the managed accounts space and the role of technology in a RIA’s day to day business operations. 

Hear from Evan Rapoport, CEO, and Jonathan Pincus, President & COO, about this space and how SMArtX helps advisors improve efficiencies, save time, reduce costs, and plan for the future of their business.