WEBINAR

Untangling the Alternative Investments Information Flow: How FAs Win by Going All In with Automation (CNB, Envision, and Wealthforge)
October 8, 2020 @ 2:00 pm - 3:00 pm
Join Blue Vault on Thursday, October 8th at 2:00 pm EDT as leaders from CNB Bank, Envision Financial Systems, and WealthForge as they discuss the operational challenges advisory firms face in running their businesses and where automated approaches and access to information can help. There will be time for audience…
Panelist/s: Michelle Thomas
Panelist /s: Brian Jones, Bill Robbins

Join Blue Vault on Thursday, October 8th at 2:00 pm EDT as leaders from CNB Bank, Envision Financial Systems, and WealthForge as they discuss the operational challenges advisory firms face in running their businesses and where automated approaches and access to information can help. There will be time for audience Q&A.

Register

 

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Michelle Thomas
AVP, Marketing & Business Development CNB Custody

Brian Jones
Executive Vice President Envision Financial Systems, Inc.

Bill Robbins
CEO WealthForge

Recent

Most Popular

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now

Past Webinars

Alternative Investments Due Diligence Experts June 24 @ 2:00 pm - 3:00 pm

Alternative Investments Due Diligence Experts

Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…
Catherine Bowman, Esq.
| Moderator
Larry Barocas
| Panelist
Matt Mayer
| Panelist
Seth Stuart
| Panelist
Behind the V(ALT) Door June 18 @ 2:00 pm - 3:00 pm

Behind the V(ALT) Door

Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…
Stacy Chitty
| Speaker
Legends of Distribution Discuss Alts Evolution: Part One May 14 @ 2:00 pm - 3:00 pm

Legends of Distribution Discuss Alts Evolution: Part One

Watch Larry Goff, Jeff Schwaber, and Martel Day in this compelling conversation on the evolution of alternative investments over the…
Larry Goff
| Speaker
Jeffrey Schwaber
| Speaker
Martel Day
| Speaker
Stacy Chitty
| Moderator