Live wealthlink demo - 18th July

Time: 11am-12pm
Date: Thursday 18th July

Join the intelliflo team and our friends at SS&C on this webinar to see wealthlink for yourself. There will also be an opportunity to ask questions about how wealthlink can work for your firm.

Agenda:

  • Welcome and introductions
  • Background to wealthlink
  • Why we’ve partnered with SS&C
  • Upcoming roadmap
  • Live demonstration
  • Next steps
  • Q&A