On-Demand Webinar - The Importance of Billing Technology for RIA Aggregators
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Watch our on-demand webinar and hear from Envestnet and Craig Iskowitz, CEO and founder of Ezra Group discuss how RIA Aggregators can leverage technology to simplify and automate billing processes, helping to ensure accuracy and compliance.
In this on-demand webinar, we:
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Explore the technology needs and considerations for RIA aggregators
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Discuss the significance of portfolio management, CRM, and billing solutions
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Dive into Envestnet’s Wealth Billing Solution and how it can support your firm’s managed accounts, client billing, fee disclosure, complex payouts, and high-volume architecture