Exclusive feature: Passing the test

How one tech platform navigated the coronavirus selloff

Exclusive feature: Passing the test

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