Direct Insights Call Series: How Technology Is Aiding Distribution of PDIs through Efficient Client Onboarding and Reporting Capabilities

As our industry transitions from manual submission of subscription documents and valuations many technology firms are providing solutions for a more efficient process. This session will examine some of these platforms and how we are moving forward to achieve additional scale and effectiveness.

Moderator: Zane Doyle, VP, Chief Strategy Officer, Phoenix American Financial Services

Panelists:
Mat Dellorso, Co-Founder, WealthForge
Adrian Czebiniak, Chief Operating Officer and Chief Technology Officer, Artivest
Nico Willis, Managing Director, Agora AltX