PowerAdvisor RIA Webinar: “Show Off Your Hard Work (Without More Hard Work!)”

PowerAdvisor LLC’s webinar will demonstrate how the modern RIA can efficiently create performance reports and share them with their clients via a secure online portal. The webinar will discuss strategies to communicate portfolio information with clients on a continuous basis, and explore how portfolio management software can increase efficiency on a day-to-day basis. The webinar includes a demonstration of PowerAdvisor’s portfolio management software.

About the presenter: Andrew Kehoe is the CEO and owner of PowerAdvisor LLC. The son of two financial planners himself, he has worked with advisors for over ten years to help them meet their client reporting and billing needs. Andrew is committed to creating an effective, easy-to-use portfolio management system that enhances advisors' ability to communicate effectively with clients. 

Click here* if you would like to register for this webinar on Wednesday, March 22 at 4 p.m. ET.

After registering, you will receive a confirmation email containing information about joining the webinar.

*By clicking on this link, you understand you will be redirected to PowerAdvisor, a third-party website operated and maintained by PowerAdvisor. Scottrade and PowerAdvisor are not affiliated. PowerAdvisor’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.

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For institutional use only.