Name: CRMs for Advisors: Why Tightly Coupled Financial Data Integration Is Critical
Start: 2025-03-11T17:00:00Z
End: 2025-03-11T17:00:30.000Z
Location: BrightTALK
Rating: 0

The financial advisor gateway to global investment insights. Tune in for guidance on investment strategies, financial technology trends, and practice management.  

Get an update on Personal Financial Data Rights Rule, hear about the developments on Open Banking and other important financial data categories like student loans (STOP ACT), workplace savings and annuities (NAIC Model Privacy Act).

Personal Financial Data Rights Rule Round Up

Join industry leaders for an insightful discussion on the key Wealthtech trends of 2025 and early predictions for 2026, offering wealthtechs a strategic edge in navigating the future of financial technology.

2025 Wealthtech Trends & Early Predictions for 2026: The Industry Tech Talk

Join our webinar to see how ByAllAccounts' Custodial Data Feed Network and new advisor onboarding process transforms a traditionally frustrating experience into a streamlined, efficient journey.

Wealthtechs: Level-up Your Advisor Book of Business Data Access

Discover how leveraging automated tax lot data can transform your rebalancing process by enhancing the advisor experience with efficiency, optimizing tax management, and delivering personalized portfolio solutions.

Wealthtechs: Increase Advisor Efficiencies with Automated Tax Lot Data for Rebalancing

Learn how ByAllAccounts streamlined data integration from various wealthtech platforms can enable enhanced enterprise compliance capabilities and advisor efficiency within Advisor Workstation.

Streamlining Enterprise Data Integration for Enhanced Compliance and Advisor Efficiency

Join us for our upcoming webinar where we will explore the potential market trends and investment strategies for next year, providing insights into economic indicators and how to prepare for the future financial landscape.

2025 Outlook & Beyond

Join Preston Caldwell, Chief US Economist, for a deep dive into our US economic outlook for 2025 and beyond. 

Victory over high inflation seemed within sight at the end of 2023. But then core inflation jumped to 3.7% (q/q, annualized) in Q1 2024. This inflation surprise - in conjunction with a continued robust pace of economic expansion - has significantly delayed expectations of Fed interest rate cuts. Some investors think the Fed won't start cutting until 2025, and there are even murmurs about additional rate hikes.

Register now for all the details plus client-friendly charts to enhance your conversations!

Q4 2024 U.S. Economic Outlook: Has Recession Risk Disappeared?

Join us for a previously recorded live webinar to discover how using technology, such as the integration between Morningstar Office and Wealthbox, simplifies access to key investment data, enabling advisors to provide more informed and strategic advice to their clients. Learn how the combination of patience, sound investment strategies, and cutting-edge tools can drive long-term financial growth.
This webinar will cover:
• What “the Power of Patience” means in investment decision-making.
• Best practices for developing long-term investment strategies.
• How technology streamlines the investment process for advisors and clients.
• How the integration between Morningstar Wealth’s portfolio management platform and Wealthbox empowers advisors with seamless access to data and better client service.

How the Power of Patience Leads to Substantial Wealth

Join us for our upcoming webinar where we will dive into the implications of election outcomes on the investment landscape, while providing insights and strategies to help navigate through market uncertainty.

Election Reaction: Investment Views

Join us for an insightful webinar led by Sheryl Rowling, CPA/PFS, a seasoned financial advisor and Editorial Director at Morningstar. This session equips financial advisors, tax professionals, and wealth managers with actionable tax-saving strategies tailored for election years. In this comprehensive session, Sheryl will begin by reviewing essential tools in your advisory toolbox. She'll guide you through understanding your clients' unique situations, selecting the appropriate tax strategies, and effective client communication. Plus, she'll share successful implementation tactics and emphasize the importance of taking credit for your achievements to build credibility and trust with your clients.

Learning Objectives:
1.Navigate policy uncertainty and market sentiment during election years 
2. Implement tax-efficient investing tactics like tax-loss harvesting and capital gain distribution avoidance
3. Utilize retirement plan contributions and Roth conversions strategically
4. Communicate effectively with clients to highlight your value as an advisor

This session is approved for one hour of CFP Board continuing education credit.

Election Year Tax Strategies for Clients

Chart a course through the financial aspirations of your clients with Morningstar’s goals-based planning features. Anchor your advice in the objectives that matter most to those you serve.

Investing with Intent: Goals-Based Investment Planning

Tax efficiency isn't just a strategy—it's a service. Learn how to apply tax-sensitive rebalancing and tactical trading methodologies within the Morningstar platform to enhance your clients' after-tax returns.

Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading

Understand how to build portfolios that resonate with the values and sustainability goals of your clients.

The Art of Portfolio Analysis: Crafting Personalized Portfolios

In the age of information, clarity is key. Excel in creating client reports and custom presentations that communicate complex financial data with simplicity and precision. Transform client conversations into winning strategies for success.

Winning Client Conversations: Mastering Client Reporting & Custom Presentations

Join us for our upcoming webinar where we will expose election market myths and provide evidence-based strategies for investors navigating the election season.

Election Update: Evidence-Based Approach

Join us for a conversation on the Top Wealthtech Trends Shaping the Future of Advisory Services. Our panel of industry leaders and innovators will provide unique insights into trends that are revolutionizing  and impacting wealth management. This session promises to offer invaluable perspectives for anyone engaged in the wealthtech space.

Meet Our Expert Speakers:
- Don McHenry, Director of ByAllAccounts Product Management, Morningstar Wealth
  Don has over 13 years of experience with ByAllAccounts, a premier wealth data network fostering dynamic, bidirectional data exchange, 
   enhancing collaboration across the wealth ecosystem.
- John O’Connell, Founder and CEO, The Oasis Group
   John has over three decades of leadership experience, offering expertise in technology selection and implementation for wealth management 
    firms. He is also the author of Rise of The Activist Investor.
- Imre Rokob, Senior Product Manager, Halo Investing
    Imre leads product development at Halo Investing, focusing on the post-trade experience in Halo's Structured Notes platform. His global experience 
    in software projects for financial institutions positions him as a leader in investment and wealthtech.
- Ted Zhang, Director of Product Management, Altruist
     Ted has played a crucial role in driving innovation at Altruist, with a background in financial products at ServiceTitan and Xero. His commitment to 
     excellence in financial services continues to push boundaries in the industry.

Why Attend?
- Gain insights from industry thought leaders on the latest investment & wealth technology trends.
- Learn how these tech trends are transforming advisory services and their potential impact on your business.
- Get a sneak peek into the panel’s early predictions for 2025.

Don't miss this opportunity to stay ahead in the rapidly evolving world of wealthtech. Register now and be part of the conversation to learn what’s shaping the future of advisory services.

Top Wealthtech Trends Shaping the Future of Advisory Services

Join us for our upcoming webinar where we'll explore the potential pros and cons of active vs. passive investing and the role of ETFs in modern portfolio management.

Head-to-Head: Active/Passive & ETF Portfolios

Discover how tightly coupled financial data integration within CRMs can revolutionize financial advisory services by enhancing decision-making, elevating customer experiences, and boosting operational efficiency.

CRMs for Advisors: Why Tightly Coupled Financial Data Integration Is Critical

Fintech

Data Integration

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful finance insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

Finance

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

CRMs for Advisors: Why Tightly Coupled Financial Data Integration Is Critical

Presented by

About this talk

More from this channel