You cannot register for this webinar

This webinar has ended. Thank you for your interest.

Topic
Mapping Your Success: Simplifying Assets, Tax, and Risk with a Streamlined Tech Stack
Date & Time

Selected Sessions:

Mar 20, 2025 02:00 PM

Description
Imagine a world where your tech stack just works—effortlessly. No more clunky handoffs, wasted time, or missing data. Now, make it your reality by seeing how integrating three powerful solutions—Asset-Map, Holistiplan, and Nitrogen—connect seamlessly to simplify your tech stack and bolster your client interactions. In this special, joint session you’ll see ways to: - Instantly access insights into the client’s finances - Streamline tax strategies with precision - Assess investment risk with confidence - Deliver a seamless, visually engaging experience Transform complexity into clarity—join us and experience the future of financial planning!