How one tech platform navigated the coronavirus selloff
The coronavirus pandemic has tested the limits of the financial services industry, including the fintech platforms that have become essential support tools for advisors during the decade-plus bull market. We asked the firm behind one tech platform how they’ve managed in these trying times.
In this essential feature, you’ll discover:
- How one tech platform has coped with fast-changing circumstances
- The tech tools advisors are relying on to manage the downturn
- How to integrate tech tools into your practice
- Successful advisory strategies for keeping clients’ invested