How does tech help in portfolio construction, administration and management?
17 August 2020 | 10:30am – 12:00pm | Online
This is a session focussed on investment efficiencies through platforms and administration services and how technology can be used to compliment your investment philosophy, simplify your client interactions and make your business more client focussed and efficient.
Facilitated by Ben Marshan CFP®
Panellists: David Richardson CFP®, Neil Kendall CFP®
Access this masterclass as part of your FPA [Virtual] Congress registration.
FPA member: $249
Non member: $449
FPA Professional Practice & FPA Professional Partner: $199 (per person)
To attend this event, book now via our: