Unlocking Growth with Invent and Flexible Plan Investments
What You'll Learn
In this webinar, you will see how the Invent platform can help financial advisers unlock the power of Flexible Plan Investments’ TAMP solutions to deliver more value to clients and grow their business more efficiently.
We will show how advisers can gain access to professionally managed, dynamically risk-managed portfolios, streamline implementation and account management, and offer clients a more sophisticated investment experience without adding the burden of day-to-day portfolio oversight.
You will also learn how this partnership can help strengthen your practice by giving you more time to focus on client relationships, financial planning, and new business opportunities while leveraging Flexible Plan’s investment management experience and platform support.
Agenda
Speakers
Who Should Attend
- Wealth management executives and firm leadership
- Financial advisors and advisory teams
- Product, operations, and technology leaders at RIAs and wealth firms
- Teams evaluating technology, data, and AI solutions for wealth management
