Resources

Morningstar 2011: Technology, where were you?

Date: June 29, 2011

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!

To learn more about 13f-2 watch our webinar replay Part 1: Unpacking the SEC's New Disclosure Rules for Shareholders
Join us for Part 2: Operationalizing the SEC's New Disclosure Rules, for Shareholders on December 12.