| Tuesday, May 5 4:15 p.m. – 5:15 p.m. (ET) Webcast is 60 minutes | Trends in Performance Reporting: User-Friendly Information Leads to Better Decisions and Happier Clients Join our subject matter experts as they demonstrate how detailed performance reporting tools—featuring straightforward, user-friendly charts and graphs—can help simplify decision making and analysis. This then helps free time for you to consult with clients and strengthen your relationships. In this session, we also will discuss how performance reporting, backed by data consolidated from multiple sources, means improved information, leading to greater transparency that will offer your clients a clearer view into the factors that influence the performance of their accounts. The result is a more enriching experience for the advisor and investor.
*Recommended audience: Advisors, Bank/Broker-Dealer/Home Office and RIAs
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