Using AI to Monitor Client Portfolios:
A Smarter Way to Stay Informed
A Smarter Way to Stay Informed
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, August, 28 • ET • 60 minutes

What You'll Learn
Your clients expect you to stay ahead of the curve — not just on markets, but on what’s happening with their portfolios.
Join Dr. Harry Mamaysky, founder of QuantStreet Capital and professor at Columbia Business School, for a practical and eye-opening session on how financial…