Following the Morningstar Conference, we’ve caught our breath and reflected on what we saw, did and heard on the show floor and in the discussion sessions.
We’ve also thought a lot about what we didn’t see and hear about: technology. To be sure, iPads abounded as attendees used their tablets to take notes, live Tweet and check market news in real-time as panelists debated investment strategies and presenters offered big-picture perspectives. But few people talked about the technology tools that are helping advisors do their jobs better everyday.
We started to tackle this challenge in a previous blog post, but now we want to go a level deeper: we want to show you how you can use Revolutionary cloud-based technology to help you analyze portfolio performance, attribution, and risk.
Join our webinar on Wednesday, July 27th at 11:00 am EDT for a look at how the technology can help you get better at measuring portfolio performance and reporting to your clients. Click here to register. You’ll also automatically qualify for a free 30-day trial of Revolution. Now that’s what we call a risk-free investment!