Improve productivity with next-generation rebalancing

The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.

Attendees of this webinar will learn about recent developments and innovative features such as automation, modeling, what-if scenarios, daily task mapping, tax optimization, intrinsic compliance and UMA management that can be used during portfolio rebalancing workflows.

In this webinar that aired live on Wednesday, October 19, 2022 at 11:00 am ET, aims to show attendees that the tedious task of portfolio rebalancing can now be done very quickly and with added value while reducing compliance risks. These recent innovations save a lot of time so that wealth professionals can focus more on developing their business and supporting their clients.

Speaker:

Michael Blicker, Senior Product Manager for Portfolio Rebalancing, Croesus

Moderator:

Matthieu Cardinal, Vice-president, Business Development and Strategic Partnerships, Croesus

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

If you attended the live webinar on Wednesday, September 21st at 1:00pm ET, you will receive an email notification from CE Corner when your CE certificate from IIROC is ready.

For those who missed the live webinar on Wednesday, September 21st at 1:00 pm ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from IIROC.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

About the presenters

Michael Blicker

Senior Product Manager for Portfolio Rebalancing, Croesus

Open section

Mike Blicker’s primary responsibilities at Croesus are to manage portfolio rebalancing, order management and risk & compliance products. Before, he acted as a software and product management consultant helping his clients to successfully bring innovative portfolio management, client onboarding and insurance quoting technologies to the market. Previously, he worked as an equity and futures trader and as an investment analyst.

Matthieu Cardinal

Vice-president, Business Development and Strategic Partnerships, Croesus

Open section

Holding a master’s degree in business administration (MBA) from HEC Montréal, Matthieu has over 20 years of professional experience in business development, investor relations and financial communications. As part of his career, he has led many efforts to develop the Montréal FinTech ecosystem and connect it on the global stage. He now takes care of Croesus’s growth and strategic partnerships.

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CE Credits

How does it work?

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1 Register for the webinar 2 Attend the webinar 3 Go to CE Corner 4 Missed the webinar?

1 Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

2 Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

3 Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate. If you have questions, please contact support@cecorner.ca.

4 Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

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Improve productivity with next-generation rebalancing

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About the presenters

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