Join us January 16 from 12-1 pm for the webinar: High Tech Meets High Touch: The Rise of Personalization in Digital Wealth

The days of simple investment strategies and off-the-shelf products are quickly coming to an end. Today’s connected Investors are demanding more personalized advice directly aligned to their beliefs, values, life goals and personal preferences. To remain competitive, Financial Advisors must rethink traditional service models and incorporate value-add technology that allows them to elegantly combine high tech digital with high touch service. Join Dave Hagen, Vice President of Digital Wealth, for a discussion on how Folio Financial’s latest advancements in digital wealth technology are helping financial institutions and advisors dramatically transform the digital client experience. From values-based investing options to custom tailored portfolios driven by life event goals, hear firsthand how firms are being empowered to deliver greater levels of personalization throughout every step of the investment journey. Reserve your spot here