Print Page   |   Contact Us   |   Sign In   |   Join
Why having an Investor Portal Matters
Register Tell a Friend About This EventTell a Friend
Why having an Investor Portal Matters

Join us along with Karen Maguire at Satuit to discuss client portals today

 Export to Your Calendar 6/25/2020
When: Thursday, June 25, 2020
4:00 PM ET
Where: Zoom dial in details sent upon registration
United States
Contact: Jennifer Litchfield


Online registration is available until: 6/25/2020
« Go to Upcoming Event List  

Why having an Investor Portal Matters

            Topics discussed will include:

                        Moving from Paper Statements to E-Delivery

                        Managing Investor Relations and Workflow Virtually

                        Driving Client Engagement via Portal

                        Managing Investor Security In the Ever-Changing Remote Workplace

Association Management Software Powered by YourMembership  ::  Legal