The Future of Wealth Management

Watch this session to hear from Megan Whyte, CCO at IEQ Capital to learn how they are transforming their most valuable relationships into strategic assets and building trust with their clients.

Tune in to learn how Equilar and Plative focus on providing a solution for wealth advisors by helping maintain a clean and updated CRM, providing advanced relationship mapping, and tracking historical and future vesting data.

Let's Get Started