The January Kitces Software Showcase will feature demos from 4 Portfolio Management software vendors that equip advisors with the information they need to advise clients on their investments: Panoramix, Altruist, Morningstar, and iRebal.
At this Kitces Software Showcase, representatives from each software company will provide a tour of their software, and then answer advisor questions live! At this event, advisors will learn:
- The core functionalities of each software;
- The unique and differentiating features offered by each software ;
- How the software integrates with other tech;
- The pricing for individual advisors and firms; and
- Answers to whatever other questions you may have!
