Automation Optimized: Integrating Regtech
and Wealthtech for an Optimal Practice Model

 Join us April 20, at 2:00 PM, Eastern

 

When selecting your compliance technology solution provider, what factors do you consider?
Does integration with your existing wealthtech solution factor into the decision at all?

Short answer: It should.

Advyzon RIAB Webinar

Join us on Thursday, April 20 at 2:00 PM, Eastern, for the 40-minute webinar, Integrating Regtech and Wealthtech for an Optimal Practice Model, which will include a product demonstration of MyRIACompliance and Advyzon's wealth management platform.

The experts from COMPLY and Advyzon will discuss:

  • The benefits of integrating your wealth management and CRM platform with compliance solutions that align to your firm’s goals.
  • How a compliance technology partner can streamline your operations and save you headcount, while ensuring continued efficacy.
  • Creating optimal workflows and building compliance checkpoints to reduce risk at every opportunity.

Jill Groszek

COMPLY, Senior Account Executive

 

 

Robert Lane

Advyzon, VP of Business Development