Recorded webinars, conversations with wealth management executives, and product walkthroughs - including the From Data to Decisions series.
Series · 3 episodes · Complete
Dennis Hagander, Sales Director at WealthArc, sits down with Stratos Mavrogiannis, Vice President, Aladdin WealthTech at BlackRock, across three episodes: trusting the data, understanding the portfolio, and holding the client conversation.
All 3 episodes
This content is for professional clients and qualified investors only. References to BlackRock and Aladdin Wealth are for informational purposes only. The views expressed are those of the speakers and do not constitute investment advice or a recommendation.
Nothing in this format yet.
The conversations above are other people’s portfolios, feeds, and reporting problems. Bring us yours instead. A custodian feed, a portfolio, or a report your team still rebuilds by hand is enough for us to show you what it looks like in WealthArc.
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