In today’s video spotlight, Neal Ringquist, president of Advisor Software, Inc. speaks about his company’s enterprise integrations of rebalancing software. Most major custodians include this software, yet advisers likely don’t know they’re using an Advisor Software product.
Also on tap is a discussion of the goalgamiPro app for advisers and how it can be used to produce a Household Balance Sheet for advisory clients. Enjoy!
