Description
This interactive and engaging session is designed for attendees to get hands-on with the latest innovations in Dynasty’s proprietary technology. Explore a suite of cutting-edge products tailored to enhance the efficiency and effectiveness of wealth management practices.
Learning Objectives
• CEO & RIA Analytics: Discover how this tool answers the pivotal question, "How is My Business Doing?", providing deep insights into business performance and client trends.
• Dynasty Desktop & SSO Hub: Experience a streamlined 'single pane of glass' approach, integrating essential information and workflows, simplifying daily tasks for advisors and their teams.
• Dynasty Protect: Test this innovative prospect data collection application, designed to offer a secure and seamless client experience, ensuring privacy and ease of use in client interactions.