Name: What’s New in the Blue Vault Data Portal
Start: 2026-04-29T14:00:00-04:00
End: 2026-04-29T15:00:00-04:00

WEBINAR

What’s New in the Blue Vault Data Portal

April 29 @ 2:00 pm - 3:00 pm

Discover what’s new in the Blue Vault Data Portal and how advisors use the latest tools in real-world research.

Speaker(s): Stacy Chitty, Luke Schmidt

Advisors and RIAs are constantly looking for more efficient ways to evaluate data and support due diligence. In this live demo, you’ll see what’s new in the Blue Vault Data Portal and how advisors are using the platform’s latest tools and enhancements in real-world research workflows.

Blue Vault CEO Stacy Chitty and Luke Schmidt, Vice President, Director of Research, will lead the walkthrough, demonstrating practical use cases, highlighting recent portal additions, and answering questions throughout the session. This interactive demo is designed to show how the Blue Vault Data Portal supports clearer analysis, faster insights, and more confident decision-making.

Q&A session to follow. Register today!

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.

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

Stacy Chitty

Co-Founder and CEO, Blue Vault

Luke Schmidt

Vice President, Director of Research, Blue Vault

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