Pershing iNSITE 2023: FutureVault, Conquest Planning, and AppCrown (Full Panel Recording) скачать в хорошем качестве

Pershing iNSITE 2023: FutureVault, Conquest Planning, and AppCrown (Full Panel Recording)

During this year’s Pershing iNSITE 2023 conference, AppCrown leads a live and engaging panel with FutureVault and Conquest Planning on Regulation in a Volatile & Digital Landscape. During this panel, AppCrown, FutureVault, and Conquest Planning share actionable takeaways on how to integrate your practice with key financial planning software, NETX360, Pershing X (Albridge), and the new Audit-Trail amendment to FINRA 17a-4 to establish a three-pillar digital defense strategy that scales REG BI with Turnkey Relationship Blotter solutions. We discuss how IBDs engaging in a hybrid business model can scale hybrid growth and safely transition into an integrated fee-based business model with strong operating margins. Relevant links and resources: https://www.appcrown.com/ https://www.conquestplanning.com/en-c... https://futurevault.com/ https://www.futurevault.com/blog/10-c... https://www.futurevault.com/blog/what... https://www.futurevault.com/blog/how-... https://www.futurevault.com/blog/how-... https://www.futurevault.com/blog/book...