In this webinar, we welcome Janson Evans, Head of Sales at AdvisorPeak, as he discusses and demonstrates AdvisorPeak’s trading and rebalancing software in this Q&A style live webinar.
AdvisorPeak’s trading and rebalancing software is built with an open API to integrate with StratiFi and your other wealth tech platforms. This webinar will demonstrate how StratiFi and AdvisorPeak work together to reduce risk and improve return potential in portfolios, and identify situations for executing trades.