Resources

Webinar

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.